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 | $383,602 | $202,318+89.6% | $172,739+122.1% | $152,861+150.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.47% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.8pp |
| Employer contribution / active EE | $17,976 | $5,856+207.0% | $5,143+249.5% | $4,762+277.5% |
| Participant deferral / active EE | $11,907 | $5,948+100.2% | $5,198+129.1% | $5,850+103.5% |
| Admin fee / account holder | $283,719 | $17,109+1558.3% | $13,954+1933.3% | $11,596+2346.6% |