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 | $372,648 | $202,318+84.2% | $172,739+115.7% | $152,861+143.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.66% | 1029.65%-1026.0pp | 802.84%-799.2pp | 345.32%-341.7pp |
| Employer contribution / active EE | $50,429 | $5,856+761.1% | $5,143+880.6% | $4,762+958.9% |
| Participant deferral / active EE | $4,286 | $5,948-27.9% | $5,198-17.5% | $5,850-26.7% |
| Admin fee / account holder | $3,908 | $17,109-77.2% | $13,954-72.0% | $11,596-66.3% |