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 | $743,012 | $201,272+269.2% | $184,203+303.4% | $145,922+409.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.80% | 29.00%-25.2pp | 28.81%-25.0pp | 561.29%-557.5pp |
| Employer contribution / active EE | $8,266 | $7,022+17.7% | $6,427+28.6% | $4,660+77.4% |
| Participant deferral / active EE | $14,931 | $9,806+52.3% | $9,131+63.5% | $6,688+123.3% |
| Admin fee / account holder | $4,454 | $16,364-72.8% | $13,901-68.0% | $13,397-66.8% |