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 | $586,883 | $201,272+191.6% | $184,203+218.6% | $145,922+302.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.25% | 29.00%-22.8pp | 28.81%-22.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $13,800 | $7,022+96.5% | $6,427+114.7% | $4,660+196.2% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,131+67.0% | $6,688+128.0% |
| Admin fee / account holder | $17,016 | $16,364+4.0% | $13,901+22.4% | $13,397+27.0% |