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 | $410,154 | $94,338+334.8% | $100,534+308.0% | $142,382+188.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.33% | 29.20%-17.9pp | 32.66%-21.3pp | 217.08%-205.7pp |
| Employer contribution / active EE | $5,171 | $4,237+22.0% | $4,346+19.0% | $4,299+20.3% |
| Participant deferral / active EE | $8,609 | $5,934+45.1% | $6,144+40.1% | $6,507+32.3% |
| Admin fee / account holder | $112,072 | $8,421+1230.8% | $7,654+1364.2% | $12,624+787.8% |