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 | $900,105 | $209,336+330.0% | $197,124+356.6% | $137,256+555.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.61% | 48.09%-36.5pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $10,845 | $6,591+64.6% | $6,227+74.1% | $4,156+160.9% |
| Participant deferral / active EE | $14,938 | $9,614+55.4% | $9,135+63.5% | $6,407+133.2% |
| Admin fee / account holder | $61,248 | $17,308+253.9% | $16,298+275.8% | $12,270+399.2% |