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 | $631,008 | $228,332+176.4% | $185,823+239.6% | $158,922+297.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.08% | 40.80%-39.7pp | 35.95%-34.9pp | 302.83%-301.7pp |
| Employer contribution / active EE | $19,733 | $4,967+297.3% | $4,087+382.8% | $4,761+314.5% |
| Participant deferral / active EE | $19,733 | $6,415+207.6% | $5,632+250.4% | $5,982+229.9% |
| Admin fee / account holder | $1,800 | $11,864-84.8% | $9,500-81.1% | $11,246-84.0% |