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 | $435,943 | $76,407+470.6% | $150,298+190.1% | $82,448+428.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.81% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $16,173 | $2,614+518.7% | $4,154+289.3% | $2,551+534.0% |
| Participant deferral / active EE | $12,591 | $3,214+291.7% | $5,453+130.9% | $4,139+204.2% |
| Admin fee / account holder | $4,451 | $6,352-29.9% | $14,116-68.5% | $7,234-38.5% |