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 | $458,698 | $201,272+127.9% | $184,203+149.0% | $145,922+214.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.66% | 29.00%-23.3pp | 28.81%-23.2pp | 561.29%-555.6pp |
| Employer contribution / active EE | $6,130 | $7,022-12.7% | $6,427-4.6% | $4,660+31.6% |
| Participant deferral / active EE | $13,690 | $9,806+39.6% | $9,131+49.9% | $6,688+104.7% |
| Admin fee / account holder | $115,781 | $16,364+607.5% | $13,901+732.9% | $13,397+764.2% |