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 | $719,424 | $165,335+335.1% | $149,696+380.6% | $158,922+352.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.44% | 348.15%-342.7pp | 276.60%-271.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,140 | $5,103-58.1% | $4,644-53.9% | $4,761-55.1% |
| Participant deferral / active EE | $4,426 | $7,181-38.4% | $6,842-35.3% | $5,982-26.0% |
| Admin fee / account holder | $104,012 | $10,807+862.5% | $9,309+1017.4% | $11,246+824.9% |