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 | $498,227 | $202,318+146.3% | $172,739+188.4% | $152,861+225.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.03% | 1029.65%-1019.6pp | 802.84%-792.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $23,142 | $5,856+295.2% | $5,143+350.0% | $4,762+385.9% |
| Participant deferral / active EE | $16,155 | $5,948+171.6% | $5,198+210.8% | $5,850+176.1% |
| Admin fee / account holder | $349,316 | $17,109+1941.7% | $13,954+2403.4% | $11,596+2912.3% |