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 | $559,020 | $197,591+182.9% | $177,821+214.4% | $158,922+251.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.16% | 58.76%-56.6pp | 48.32%-46.2pp | 302.83%-300.7pp |
| Employer contribution / active EE | $2,064 | $6,697-69.2% | $5,918-65.1% | $4,761-56.6% |
| Participant deferral / active EE | $11,000 | $8,405+30.9% | $7,714+42.6% | $5,982+83.9% |
| Admin fee / account holder | $46,748 | $15,399+203.6% | $12,427+276.2% | $11,246+315.7% |