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 | $601,295 | $202,318+197.2% | $172,739+248.1% | $152,861+293.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 12.33% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $11,866 | $5,856+102.6% | $5,143+130.7% | $4,762+149.2% |
| Participant deferral / active EE | $7,612 | $5,948+28.0% | $5,198+46.4% | $5,850+30.1% |
| Admin fee / account holder | $2,986 | $17,109-82.5% | $13,954-78.6% | $11,596-74.3% |