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 | $373,339 | $152,587+144.7% | $125,175+198.3% | $152,861+144.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.45% | 54.84%-50.4pp | 43.79%-39.3pp | 345.32%-340.9pp |
| Employer contribution / active EE | $20,047 | $4,946+305.3% | $3,865+418.6% | $4,762+321.0% |
| Participant deferral / active EE | $2,429 | $5,868-58.6% | $4,937-50.8% | $5,850-58.5% |
| Admin fee / account holder | $75,222 | $13,434+459.9% | $9,702+675.3% | $11,596+548.7% |