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 | $513,619 | $91,552+461.0% | $133,956+283.4% | $79,858+543.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.32% | 61.85%-52.5pp | 45.09%-35.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $8,721 | $2,384+265.9% | $3,919+122.6% | $2,471+253.0% |
| Participant deferral / active EE | $5,692 | $3,733+52.4% | $5,048+12.8% | $3,740+52.2% |
| Admin fee / account holder | $3,460 | $6,321-45.3% | $8,927-61.2% | $5,306-34.8% |