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 | $515,184 | $209,832+145.5% | $189,513+171.8% | $167,490+207.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.02% | 748.27%-745.3pp | 555.15%-552.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $38,500 | $6,914+456.9% | $6,162+524.8% | $4,837+695.9% |
| Participant deferral / active EE | $26,000 | $8,935+191.0% | $8,221+216.3% | $6,341+310.0% |
| Admin fee / account holder | $2,247 | $14,293-84.3% | $12,045-81.3% | $12,309-81.7% |