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 | $354,627 | $90,348+292.5% | $75,972+366.8% | $145,922+143.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 5.93% | 620.88%-614.9pp | 359.55%-353.6pp | 561.29%-555.4pp |
| Employer contribution / active EE | $5,050 | $3,311+52.5% | $2,685+88.1% | $4,660+8.4% |
| Participant deferral / active EE | $18,850 | $5,162+265.2% | $4,255+343.0% | $6,688+181.9% |
| Admin fee / account holder | $170,031 | $8,467+1908.2% | $6,467+2529.3% | $13,397+1169.2% |