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 | $386,826 | $171,865+125.1% | $149,718+158.4% | $147,584+162.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 8.10% | 2113.22%-2105.1pp | 1501.63%-1493.5pp | 578.55%-570.4pp |
| Employer contribution / active EE | $18,750 | $6,275+198.8% | $5,445+244.4% | $4,876+284.5% |
| Participant deferral / active EE | $5,911 | $7,271-18.7% | $6,569-10.0% | $5,439+8.7% |
| Admin fee / account holder | $197,487 | $13,799+1331.1% | $11,283+1650.3% | $10,885+1714.3% |