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 9-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 | $361,661 | $202,318+78.8% | $172,739+109.4% | $152,861+136.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.73% | 1029.65%-1026.9pp | 802.84%-800.1pp | 345.32%-342.6pp |
| Employer contribution / active EE | $23,233 | $5,856+296.7% | $5,143+351.8% | $4,762+387.9% |
| Participant deferral / active EE | $11,382 | $5,948+91.4% | $5,198+119.0% | $5,850+94.6% |
| Admin fee / account holder | $1,227 | $17,109-92.8% | $13,954-91.2% | $11,596-89.4% |