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 | $374,121 | $159,602+134.4% | $150,045+149.3% | $142,382+162.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.99% | 70.24%-65.2pp | 62.55%-57.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $3,146 | $4,961-36.6% | $4,693-33.0% | $4,299-26.8% |
| Participant deferral / active EE | $21,385 | $8,310+157.3% | $7,997+167.4% | $6,507+228.6% |
| Admin fee / account holder | $243,878 | $14,846+1542.7% | $13,435+1715.3% | $12,624+1831.9% |