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 | $848,038 | $157,256+439.3% | $141,162+500.8% | $152,861+454.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.03% | 64.32%-51.3pp | 71.39%-58.4pp | 345.32%-332.3pp |
| Employer contribution / active EE | $5,900 | $5,261+12.1% | $4,735+24.6% | $4,762+23.9% |
| Participant deferral / active EE | $13,682 | $7,109+92.4% | $6,709+103.9% | $5,850+133.9% |
| Admin fee / account holder | $3,177 | $12,120-73.8% | $10,261-69.0% | $11,596-72.6% |