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 | $404,935 | $154,228+162.6% | $145,433+178.4% | $137,256+195.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.76% | 74.59%-69.8pp | 66.58%-61.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $5,710 | $4,804+18.8% | $4,554+25.4% | $4,156+37.4% |
| Participant deferral / active EE | $18,132 | $8,216+120.7% | $7,897+129.6% | $6,407+183.0% |
| Admin fee / account holder | $615,000 | $14,344+4187.6% | $13,129+4584.3% | $12,270+4912.2% |