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 | $536,929 | $114,381+369.4% | $107,525+399.4% | $142,382+277.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.20% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $15,150 | $4,015+277.4% | $3,754+303.6% | $4,299+252.4% |
| Participant deferral / active EE | $7,806 | $5,564+40.3% | $5,116+52.6% | $6,507+20.0% |
| Admin fee / account holder | $10,111 | $9,860+2.5% | $8,919+13.4% | $12,624-19.9% |