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 | $422,492 | $118,680+256.0% | $98,907+327.2% | $158,922+165.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.01% | 372.35%-368.3pp | 196.43%-192.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $12,035 | $3,333+261.1% | $2,689+347.6% | $4,761+152.8% |
| Participant deferral / active EE | $9,685 | $5,088+90.4% | $4,244+128.2% | $5,982+61.9% |
| Admin fee / account holder | $2,889 | $10,131-71.5% | $6,642-56.5% | $11,246-74.3% |