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 | $647,328 | $77,419+736.1% | $69,455+832.0% | $152,861+323.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.85% | 39.06%-36.2pp | 28.97%-26.1pp | 345.32%-342.5pp |
| Employer contribution / active EE | $12,921 | $3,315+289.7% | $2,779+365.0% | $4,762+171.3% |
| Participant deferral / active EE | $14,089 | $4,414+219.2% | $3,535+298.5% | $5,850+140.8% |
| Admin fee / account holder | $6,667 | $6,207+7.4% | $3,839+73.6% | $11,596-42.5% |