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 | $332,127 | $93,571+254.9% | $135,903+144.4% | $75,163+341.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 10.19% | 30.90%-20.7pp | 68.23%-58.0pp | 160.62%-150.4pp |
| Employer contribution / active EE | $6,325 | $3,537+78.8% | $4,856+30.3% | $2,670+136.9% |
| Participant deferral / active EE | $9,806 | $6,404+53.1% | $7,758+26.4% | $4,125+137.7% |
| Admin fee / account holder | $419,516 | $6,975+5914.2% | $10,762+3798.1% | $5,651+7323.9% |