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 | $401,992 | $171,865+133.9% | $149,718+168.5% | $147,584+172.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.10% | 2113.22%-2104.1pp | 1501.63%-1492.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $4,556 | $6,275-27.4% | $5,445-16.3% | $4,876-6.6% |
| Participant deferral / active EE | $8,983 | $7,271+23.6% | $6,569+36.7% | $5,439+65.2% |
| Admin fee / account holder | $42,027 | $13,799+204.6% | $11,283+272.5% | $10,885+286.1% |