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 | $379,447 | $152,587+148.7% | $125,175+203.1% | $152,861+148.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.76% | 54.84%-48.1pp | 43.79%-37.0pp | 345.32%-338.6pp |
| Employer contribution / active EE | $20,753 | $4,946+319.6% | $3,865+436.9% | $4,762+335.8% |
| Participant deferral / active EE | $5,000 | $5,868-14.8% | $4,937+1.3% | $5,850-14.5% |
| Admin fee / account holder | $3,257 | $13,434-75.8% | $9,702-66.4% | $11,596-71.9% |