See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $582,331 | $202,318+187.8% | $172,739+237.1% | $152,861+281.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.54% | 1029.65%-1021.1pp | 802.84%-794.3pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,708 | $5,856-70.8% | $5,143-66.8% | $4,762-64.1% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $26,494 | $17,109+54.9% | $13,954+89.9% | $11,596+128.5% |