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 | $527,246 | $157,256+235.3% | $141,162+273.5% | $152,861+244.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.44% | 64.32%-55.9pp | 71.39%-63.0pp | 345.32%-336.9pp |
| Employer contribution / active EE | $51,050 | $5,261+870.4% | $4,735+978.1% | $4,762+972.0% |
| Participant deferral / active EE | $30,845 | $7,109+333.9% | $6,709+359.8% | $5,850+427.3% |
| Admin fee / account holder | $85,690 | $12,120+607.0% | $10,261+735.1% | $11,596+638.9% |