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 | $538,262 | $165,335+225.6% | $149,696+259.6% | $158,922+238.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.84% | 348.15%-342.3pp | 276.60%-270.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $7,507 | $5,103+47.1% | $4,644+61.6% | $4,761+57.7% |
| Participant deferral / active EE | $7,432 | $7,181+3.5% | $6,842+8.6% | $5,982+24.2% |
| Admin fee / account holder | $126,185 | $10,807+1067.7% | $9,309+1255.6% | $11,246+1022.1% |