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 | $730,251 | $201,272+262.8% | $184,203+296.4% | $145,922+400.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.63% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $10,787 | $7,022+53.6% | $6,427+67.8% | $4,660+131.5% |
| Participant deferral / active EE | $23,175 | $9,806+136.3% | $9,131+153.8% | $6,688+246.5% |
| Admin fee / account holder | $7,486 | $16,364-54.2% | $13,901-46.1% | $13,397-44.1% |