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 | $626,511 | $107,334+483.7% | $92,893+574.4% | $152,861+309.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.73% | 145.58%-139.9pp | 109.41%-103.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $2,535 | $4,221-39.9% | $3,653-30.6% | $4,762-46.8% |
| Participant deferral / active EE | $5,073 | $4,845+4.7% | $4,236+19.8% | $5,850-13.3% |
| Admin fee / account holder | $182,058 | $7,079+2471.7% | $5,794+3042.2% | $11,596+1469.9% |