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 | $418,036 | $157,256+165.8% | $141,162+196.1% | $152,861+173.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.87% | 64.32%-55.4pp | 71.39%-62.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $22,233 | $5,261+322.6% | $4,735+369.5% | $4,762+366.8% |
| Participant deferral / active EE | $14,452 | $7,109+103.3% | $6,709+115.4% | $5,850+147.0% |
| Admin fee / account holder | $2,865 | $12,120-76.4% | $10,261-72.1% | $11,596-75.3% |