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 | $445,905 | $202,318+120.4% | $172,739+158.1% | $152,861+191.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.43% | 1029.65%-1023.2pp | 802.84%-796.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $2,622 | $5,856-55.2% | $5,143-49.0% | $4,762-45.0% |
| Participant deferral / active EE | $8,944 | $5,948+50.4% | $5,198+72.1% | $5,850+52.9% |
| Admin fee / account holder | $4,638 | $17,109-72.9% | $13,954-66.8% | $11,596-60.0% |