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 | $308,526 | $209,832+47.0% | $189,513+62.8% | $167,490+84.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.83% | 748.27%-741.4pp | 555.15%-548.3pp | 478.56%-471.7pp |
| Employer contribution / active EE | $4,268 | $6,914-38.3% | $6,162-30.7% | $4,837-11.8% |
| Participant deferral / active EE | $8,160 | $8,935-8.7% | $8,221-0.7% | $6,341+28.7% |
| Admin fee / account holder | $323,641 | $14,293+2164.3% | $12,045+2586.9% | $12,309+2529.3% |