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 | $1,541,781 | $157,256+880.4% | $141,162+992.2% | $152,861+908.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | -4.34% | 64.32%-68.7pp | 71.39%-75.7pp | 345.32%-349.7pp |
| Employer contribution / active EE | $9,100 | $5,261+73.0% | $4,735+92.2% | $4,762+91.1% |
| Participant deferral / active EE | $14,300 | $7,109+101.1% | $6,709+113.1% | $5,850+144.4% |
| Admin fee / account holder | $5,745 | $12,120-52.6% | $10,261-44.0% | $11,596-50.5% |