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 | $604,276 | $214,378+181.9% | $200,582+201.3% | $142,382+324.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.08% | 46.41%-35.3pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $10,008 | $6,841+46.3% | $6,419+55.9% | $4,299+132.8% |
| Participant deferral / active EE | $23,325 | $9,865+136.4% | $9,331+150.0% | $6,507+258.4% |
| Admin fee / account holder | $130,488 | $17,692+637.6% | $16,305+700.3% | $12,624+933.7% |