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 | $481,688 | $175,202+174.9% | $149,673+221.8% | $139,434+245.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 3.48% | 166.71%-163.2pp | 134.42%-130.9pp | 372.94%-369.5pp |
| Employer contribution / active EE | $10,386 | $5,474+89.7% | $4,818+115.6% | $4,751+118.6% |
| Participant deferral / active EE | $11,263 | $6,519+72.8% | $5,680+98.3% | $6,710+67.9% |
| Admin fee / account holder | $387,259 | $16,150+2297.9% | $13,210+2831.6% | $11,403+3296.3% |