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 | $532,462 | $157,256+238.6% | $141,162+277.2% | $152,861+248.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.74% | 64.32%-52.6pp | 71.39%-59.6pp | 345.32%-333.6pp |
| Employer contribution / active EE | $2,352 | $5,261-55.3% | $4,735-50.3% | $4,762-50.6% |
| Participant deferral / active EE | $9,140 | $7,109+28.6% | $6,709+36.2% | $5,850+56.2% |
| Admin fee / account holder | $1,745 | $12,120-85.6% | $10,261-83.0% | $11,596-84.9% |