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 | $592,232 | $203,436+191.1% | $152,466+288.4% | $167,490+253.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.2%-3.2pp | 82.1%-7.1pp |
| Annual return | 5.24% | 13.80%-8.6pp | 757.33%-752.1pp | 478.56%-473.3pp |
| Employer contribution / active EE | $24,769 | $5,220+374.5% | $4,327+472.5% | $4,837+412.0% |
| Participant deferral / active EE | $3,575 | $6,716-46.8% | $5,820-38.6% | $6,341-43.6% |
| Admin fee / account holder | $5,161 | $22,506-77.1% | $15,805-67.3% | $12,309-58.1% |