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 | $492,256 | $118,849+314.2% | $96,562+409.8% | $167,490+193.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.81% | 50.49%-42.7pp | 37.78%-30.0pp | 478.56%-470.7pp |
| Employer contribution / active EE | $8,154 | $3,120+161.4% | $2,356+246.0% | $4,837+68.5% |
| Participant deferral / active EE | $9,299 | $4,616+101.5% | $3,849+141.6% | $6,341+46.6% |
| Admin fee / account holder | $2,657 | $8,065-67.1% | $6,181-57.0% | $12,309-78.4% |