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 | $519,600 | $72,071+621.0% | $68,368+660.0% | $137,256+278.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.12% | 353.14%-344.0pp | 292.57%-283.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $8,500 | $2,788+204.9% | $2,649+220.9% | $4,156+104.5% |
| Participant deferral / active EE | $10,333 | $4,410+134.3% | $4,123+150.6% | $6,407+61.3% |
| Admin fee / account holder | $10,718 | $5,336+100.9% | $5,150+108.1% | $12,270-12.6% |