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 | $331,648 | $209,832+58.1% | $189,513+75.0% | $167,490+98.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.76% | 748.27%-742.5pp | 555.15%-549.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $12,076 | $6,914+74.7% | $6,162+96.0% | $4,837+149.6% |
| Participant deferral / active EE | $16,550 | $8,935+85.2% | $8,221+101.3% | $6,341+161.0% |
| Admin fee / account holder | $454,209 | $14,293+3077.8% | $12,045+3670.9% | $12,309+3590.1% |