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 | $426,329 | $171,865+148.1% | $149,718+184.8% | $147,584+188.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.70% | 2113.22%-2105.5pp | 1501.63%-1493.9pp | 578.55%-570.8pp |
| Employer contribution / active EE | $4,028 | $6,275-35.8% | $5,445-26.0% | $4,876-17.4% |
| Participant deferral / active EE | $14,215 | $7,271+95.5% | $6,569+116.4% | $5,439+161.4% |
| Admin fee / account holder | $10,293 | $13,799-25.4% | $11,283-8.8% | $10,885-5.4% |