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 | $422,710 | $114,381+269.6% | $107,525+293.1% | $142,382+196.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.24% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,472 | $4,015-13.5% | $3,754-7.5% | $4,299-19.2% |
| Participant deferral / active EE | $14,614 | $5,564+162.6% | $5,116+185.7% | $6,507+124.6% |
| Admin fee / account holder | $59,262 | $9,860+501.0% | $8,919+564.5% | $12,624+369.4% |