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 | $402,203 | $202,318+98.8% | $172,739+132.8% | $152,861+163.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.82% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $8,909 | $5,856+52.1% | $5,143+73.2% | $4,762+87.1% |
| Participant deferral / active EE | $11,820 | $5,948+98.7% | $5,198+127.4% | $5,850+102.0% |
| Admin fee / account holder | $312 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |