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 | $473,350 | $227,553+108.0% | $189,557+149.7% | $167,490+182.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.05% | 78.40%-73.4pp | 64.17%-59.1pp | 478.56%-473.5pp |
| Employer contribution / active EE | $15,902 | $5,316+199.1% | $4,412+260.4% | $4,837+228.7% |
| Participant deferral / active EE | $9,775 | $7,002+39.6% | $6,174+58.3% | $6,341+54.1% |
| Admin fee / account holder | $16,896 | $11,878+42.2% | $9,807+72.3% | $12,309+37.3% |