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 9-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 | $645,715 | $150,440+329.2% | $136,294+373.8% | $147,584+337.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.12% | 1049.08%-1039.0pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,115 | $5,256-59.8% | $4,695-55.0% | $4,876-56.6% |
| Participant deferral / active EE | $7,638 | $6,630+15.2% | $6,247+22.3% | $5,439+40.4% |
| Admin fee / account holder | $33,153 | $10,905+204.0% | $9,243+258.7% | $10,885+204.6% |