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 | $475,256 | $144,119+229.8% | $117,854+303.3% | $147,584+222.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 3.34% | 531.15%-527.8pp | 335.08%-331.7pp | 578.55%-575.2pp |
| Employer contribution / active EE | $14,459 | $4,896+195.3% | $3,786+281.9% | $4,876+196.5% |
| Participant deferral / active EE | $13,030 | $5,316+145.1% | $4,482+190.7% | $5,439+139.6% |
| Admin fee / account holder | $23,541 | $10,886+116.3% | $8,020+193.5% | $10,885+116.3% |