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 | $441,954 | $94,752+366.4% | $112,887+291.5% | $139,434+217.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 40.88%-31.0pp | 34.10%-24.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $5,038 | $4,625+8.9% | $4,563+10.4% | $4,751+6.0% |
| Participant deferral / active EE | $17,082 | $6,512+162.3% | $6,513+162.3% | $6,710+154.6% |
| Admin fee / account holder | $35,942 | $8,527+321.5% | $7,047+410.0% | $11,403+215.2% |