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 | $404,935 | $159,602+153.7% | $150,045+169.9% | $142,382+184.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.76% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.3pp |
| Employer contribution / active EE | $5,710 | $4,961+15.1% | $4,693+21.7% | $4,299+32.8% |
| Participant deferral / active EE | $18,132 | $8,310+118.2% | $7,997+126.7% | $6,507+178.6% |
| Admin fee / account holder | $615,000 | $14,846+4042.4% | $13,435+4477.7% | $12,624+4771.8% |