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 | $964,799 | $183,519+425.7% | $155,509+520.4% | $145,922+561.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.93% | 61.17%-60.2pp | 64.67%-63.7pp | 561.29%-560.4pp |
| Employer contribution / active EE | $7,052 | $5,313+32.7% | $4,672+50.9% | $4,660+51.3% |
| Participant deferral / active EE | $19,756 | $6,462+205.7% | $5,626+251.1% | $6,688+195.4% |
| Admin fee / account holder | $3,914 | $19,313-79.7% | $15,912-75.4% | $13,397-70.8% |