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 | $425,584 | $159,934+166.1% | $147,005+189.5% | $145,959+191.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.76% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $17,061 | $5,287+222.7% | $4,934+245.8% | $4,661+266.1% |
| Participant deferral / active EE | $10,691 | $8,427+26.9% | $8,070+32.5% | $6,689+59.8% |
| Admin fee / account holder | $38,028 | $15,053+152.6% | $13,006+192.4% | $13,398+183.8% |