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 | $545,691 | $107,334+408.4% | $92,893+487.4% | $152,861+257.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.23% | 145.58%-140.4pp | 109.41%-104.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $17,661 | $4,221+318.4% | $3,653+383.5% | $4,762+270.8% |
| Participant deferral / active EE | $10,766 | $4,845+122.2% | $4,236+154.1% | $5,850+84.0% |
| Admin fee / account holder | $4,087 | $7,079-42.3% | $5,794-29.5% | $11,596-64.8% |