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 | $501,886 | $127,065+295.0% | $113,168+343.5% | $142,382+252.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.81% | 24.03%-15.2pp | 24.27%-15.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,879 | $3,442-16.4% | $2,975-3.2% | $4,299-33.0% |
| Participant deferral / active EE | $18,766 | $5,716+228.3% | $5,107+267.5% | $6,507+188.4% |
| Admin fee / account holder | $155,440 | $15,736+887.8% | $12,068+1188.1% | $12,624+1131.3% |