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 | $792,408 | $202,432+291.4% | $169,368+367.9% | $139,434+468.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.12% | 531.74%-527.6pp | 405.60%-401.5pp | 372.94%-368.8pp |
| Employer contribution / active EE | $21,833 | $4,692+365.3% | $4,013+444.1% | $4,751+359.6% |
| Participant deferral / active EE | $21,833 | $6,938+214.7% | $6,221+250.9% | $6,710+225.4% |
| Admin fee / account holder | $3,440 | $10,708-67.9% | $9,003-61.8% | $11,403-69.8% |