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 | $411,907 | $202,318+103.6% | $172,739+138.5% | $152,861+169.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.67% | 1029.65%-1028.0pp | 802.84%-801.2pp | 345.32%-343.7pp |
| Employer contribution / active EE | $34,921 | $5,856+496.3% | $5,143+579.0% | $4,762+633.3% |
| Participant deferral / active EE | $21,390 | $5,948+259.6% | $5,198+311.5% | $5,850+265.6% |
| Admin fee / account holder | $481,377 | $17,109+2713.6% | $13,954+3349.8% | $11,596+4051.1% |