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 | $1,045,248 | $165,335+532.2% | $149,696+598.2% | $158,922+557.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.71% | 348.15%-344.4pp | 276.60%-272.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $19,286 | $5,103+277.9% | $4,644+315.3% | $4,761+305.1% |
| Participant deferral / active EE | $18,236 | $7,181+153.9% | $6,842+166.5% | $5,982+204.8% |
| Admin fee / account holder | $55,207 | $10,807+410.9% | $9,309+493.1% | $11,246+390.9% |