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 | $848,842 | $165,335+413.4% | $149,696+467.0% | $158,922+434.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.01% | 348.15%-342.1pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,154 | $5,103-77.4% | $4,644-75.2% | $4,761-75.8% |
| Participant deferral / active EE | $9,225 | $7,181+28.5% | $6,842+34.8% | $5,982+54.2% |
| Admin fee / account holder | $25,077 | $10,807+132.1% | $9,309+169.4% | $11,246+123.0% |