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 | $465,931 | $177,572+162.4% | $154,803+201.0% | $142,382+227.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.33% | 65.07%-54.7pp | 58.88%-48.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $36,821 | $4,810+665.4% | $4,305+755.2% | $4,299+756.5% |
| Participant deferral / active EE | $17,154 | $6,272+173.5% | $5,540+209.6% | $6,507+163.6% |
| Admin fee / account holder | $130,438 | $16,786+677.1% | $14,329+810.3% | $12,624+933.3% |