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 | $871,606 | $112,729+673.2% | $98,716+782.9% | $137,256+535.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.40% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $5,250 | $2,725+92.6% | $2,279+130.4% | $4,156+26.3% |
| Participant deferral / active EE | $2,169 | $4,640-53.3% | $4,048-46.4% | $6,407-66.1% |
| Admin fee / account holder | $271,531 | $10,129+2580.9% | $8,703+3020.0% | $12,270+2112.9% |