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 | $577,963 | $103,376+459.1% | $87,100+563.6% | $152,861+278.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2.78% | 28.10%-25.3pp | 28.19%-25.4pp | 345.32%-342.5pp |
| Employer contribution / active EE | $4,715 | $3,220+46.4% | $2,521+87.0% | $4,762-1.0% |
| Participant deferral / active EE | $12,500 | $4,778+161.6% | $4,049+208.8% | $5,850+113.7% |
| Admin fee / account holder | $33,881 | $12,205+177.6% | $7,497+351.9% | $11,596+192.2% |