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 | $777,019 | $137,414+465.5% | $189,513+310.0% | $85,850+805.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 3.23% | 38.14%-34.9pp | 555.15%-551.9pp | 318.53%-315.3pp |
| Employer contribution / active EE | $16,709 | $4,344+284.6% | $6,162+171.2% | $2,565+551.4% |
| Participant deferral / active EE | $8,231 | $6,260+31.5% | $8,221+0.1% | $3,952+108.3% |
| Admin fee / account holder | $51,774 | $8,630+500.0% | $12,045+329.8% | $6,260+727.1% |