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 | $754,704 | $81,632+824.5% | $70,449+971.3% | $158,922+374.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.48% | 208.40%-204.9pp | 109.03%-105.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $10,015 | $3,217+211.3% | $2,737+266.0% | $4,761+110.4% |
| Participant deferral / active EE | $12,436 | $4,554+173.1% | $3,709+235.3% | $5,982+107.9% |
| Admin fee / account holder | $7,251 | $6,193+17.1% | $3,845+88.6% | $11,246-35.5% |