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 | $418,001 | $95,561+337.4% | $77,163+441.7% | $139,434+199.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.10% | 54.92%-49.8pp | 37.87%-32.8pp | 372.94%-367.8pp |
| Employer contribution / active EE | $7,215 | $3,147+129.2% | $2,535+184.6% | $4,751+51.9% |
| Participant deferral / active EE | $9,642 | $4,624+108.5% | $3,833+151.5% | $6,710+43.7% |
| Admin fee / account holder | $19,473 | $8,295+134.8% | $5,472+255.8% | $11,403+70.8% |