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 | $402,813 | $171,865+134.4% | $149,718+169.0% | $147,584+172.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.15% | 2113.22%-2113.1pp | 1501.63%-1501.5pp | 578.55%-578.4pp |
| Employer contribution / active EE | $7,619 | $6,275+21.4% | $5,445+39.9% | $4,876+56.2% |
| Participant deferral / active EE | $3,810 | $7,271-47.6% | $6,569-42.0% | $5,439-30.0% |
| Admin fee / account holder | $1,846 | $13,799-86.6% | $11,283-83.6% | $10,885-83.0% |