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 | $418,897 | $183,963+127.7% | $162,163+158.3% | $152,861+174.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.54% | 150.76%-144.2pp | 115.59%-109.1pp | 345.32%-338.8pp |
| Employer contribution / active EE | $15,581 | $6,371+144.6% | $5,614+177.6% | $4,762+227.2% |
| Participant deferral / active EE | $7,325 | $8,034-8.8% | $7,298+0.4% | $5,850+25.2% |
| Admin fee / account holder | $5,537 | $13,121-57.8% | $10,843-48.9% | $11,596-52.3% |