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 | $332,041 | $107,334+209.4% | $92,893+257.4% | $152,861+117.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.80% | 145.58%-137.8pp | 109.41%-101.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $16,109 | $4,221+281.6% | $3,653+341.0% | $4,762+238.3% |
| Participant deferral / active EE | $10,942 | $4,845+125.8% | $4,236+158.3% | $5,850+87.0% |
| Admin fee / account holder | $1,763 | $7,079-75.1% | $5,794-69.6% | $11,596-84.8% |