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 | $569,717 | $202,318+181.6% | $172,739+229.8% | $152,861+272.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.31% | 1029.65%-1028.3pp | 802.84%-801.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $31,867 | $5,856+444.2% | $5,143+519.6% | $4,762+569.1% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,850+8.3% |
| Admin fee / account holder | $26,335 | $17,109+53.9% | $13,954+88.7% | $11,596+127.1% |