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 | $383,520 | $111,535+243.9% | $105,223+264.5% | $137,256+179.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 9.24% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $8,333 | $3,939+111.5% | $3,689+125.9% | $4,156+100.5% |
| Participant deferral / active EE | $8,958 | $5,500+62.9% | $5,072+76.6% | $6,407+39.8% |
| Admin fee / account holder | $310,202 | $9,721+3090.9% | $8,859+3401.6% | $12,270+2428.1% |