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 | $722,517 | $159,602+352.7% | $150,045+381.5% | $142,382+407.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.87% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $22,000 | $4,961+343.5% | $4,693+368.8% | $4,299+411.7% |
| Participant deferral / active EE | $4,400 | $8,310-47.0% | $7,997-45.0% | $6,507-32.4% |
| Admin fee / account holder | $727,393 | $14,846+4799.5% | $13,435+5314.3% | $12,624+5662.1% |