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 | $498,675 | $197,591+152.4% | $177,821+180.4% | $158,922+213.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.16% | 58.76%-53.6pp | 48.32%-43.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $4,031 | $6,697-39.8% | $5,918-31.9% | $4,761-15.3% |
| Participant deferral / active EE | $7,446 | $8,405-11.4% | $7,714-3.5% | $5,982+24.5% |
| Admin fee / account holder | $59,214 | $15,399+284.5% | $12,427+376.5% | $11,246+426.5% |