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 9-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 | $791,137 | $158,398+399.5% | $126,539+525.2% | $142,382+455.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.60% | 593.76%-584.2pp | 425.95%-416.4pp | 217.08%-207.5pp |
| Employer contribution / active EE | $858 | $4,650-81.5% | $3,674-76.6% | $4,299-80.0% |
| Participant deferral / active EE | $15,250 | $4,767+219.9% | $4,083+273.5% | $6,507+134.4% |
| Admin fee / account holder | $36,180 | $6,918+423.0% | $6,065+496.6% | $12,624+186.6% |