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 | $965,193 | $209,336+361.1% | $197,124+389.6% | $137,256+603.2% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 11.58% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,849 | $9,614+137.7% | $9,135+150.1% | $6,407+256.6% |
| Admin fee / account holder | $94,023 | $17,308+443.2% | $16,298+476.9% | $12,270+666.3% |