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 | $784,249 | $214,378+265.8% | $200,582+291.0% | $142,382+450.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.67% | 46.41%-34.7pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $8,528 | $6,841+24.7% | $6,419+32.9% | $4,299+98.4% |
| Participant deferral / active EE | $13,018 | $9,865+32.0% | $9,331+39.5% | $6,507+100.1% |
| Admin fee / account holder | $302,581 | $17,692+1610.3% | $16,305+1755.8% | $12,624+2296.9% |