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 | $915,009 | $157,256+481.9% | $141,162+548.2% | $152,861+498.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.08% | 64.32%-54.2pp | 71.39%-61.3pp | 345.32%-335.2pp |
| Employer contribution / active EE | $16,842 | $5,261+220.1% | $4,735+255.7% | $4,762+253.7% |
| Participant deferral / active EE | $13,674 | $7,109+92.3% | $6,709+103.8% | $5,850+133.7% |
| Admin fee / account holder | $49,248 | $12,120+306.3% | $10,261+379.9% | $11,596+324.7% |