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 | $657,701 | $157,256+318.2% | $141,162+365.9% | $152,861+330.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.68% | 64.32%-56.6pp | 71.39%-63.7pp | 345.32%-337.6pp |
| Employer contribution / active EE | $16,950 | $5,261+222.2% | $4,735+258.0% | $4,762+255.9% |
| Participant deferral / active EE | $14,367 | $7,109+102.1% | $6,709+114.1% | $5,850+145.6% |
| Admin fee / account holder | $1,488 | $12,120-87.7% | $10,261-85.5% | $11,596-87.2% |