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 | $491,761 | $112,096+338.7% | $95,952+412.5% | $158,922+209.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.80% | 171.09%-166.3pp | 91.61%-86.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,095 | $3,198+28.0% | $2,541+61.2% | $4,761-14.0% |
| Participant deferral / active EE | $3,920 | $4,784-18.1% | $4,167-5.9% | $5,982-34.5% |
| Admin fee / account holder | $178,528 | $10,130+1662.3% | $6,795+2527.2% | $11,246+1487.5% |