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 | $816,632 | $117,859+592.9% | $102,438+697.2% | $145,959+459.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.13% | 31.72%-24.6pp | 29.37%-22.2pp | 561.95%-554.8pp |
| Employer contribution / active EE | $2,290 | $3,615-36.7% | $3,024-24.3% | $4,661-50.9% |
| Participant deferral / active EE | $15,000 | $5,732+161.7% | $5,054+196.8% | $6,689+124.3% |
| Admin fee / account holder | $14,543 | $13,318+9.2% | $9,448+53.9% | $13,398+8.5% |