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 3-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 | $419,979 | $210,408+99.6% | $153,485+173.6% | $145,922+187.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.39% | 13.37%-5.0pp | 15.65%-7.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $22,942 | $6,048+279.3% | $5,039+355.3% | $4,660+392.4% |
| Participant deferral / active EE | $7,040 | $7,975-11.7% | $6,757+4.2% | $6,688+5.3% |
| Admin fee / account holder | $277,986 | $19,419+1331.5% | $12,724+2084.7% | $13,397+1975.0% |