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 | $509,390 | $165,335+208.1% | $149,696+240.3% | $158,922+220.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.79% | 348.15%-343.4pp | 276.60%-271.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $11,016 | $5,103+115.9% | $4,644+137.2% | $4,761+131.4% |
| Participant deferral / active EE | $10,062 | $7,181+40.1% | $6,842+47.1% | $5,982+68.2% |
| Admin fee / account holder | $1,823 | $10,807-83.1% | $9,309-80.4% | $11,246-83.8% |