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 | $598,379 | $115,882+416.4% | $100,516+495.3% | $158,922+276.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.26% | 34.79%-30.5pp | 30.89%-26.6pp | 302.83%-298.6pp |
| Employer contribution / active EE | $36,089 | $4,103+779.6% | $3,418+956.0% | $4,761+658.0% |
| Participant deferral / active EE | $5,651 | $6,674-15.3% | $6,270-9.9% | $5,982-5.5% |
| Admin fee / account holder | $12,454 | $10,995+13.3% | $8,081+54.1% | $11,246+10.7% |