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 7-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 | $423,489 | $93,571+352.6% | $135,903+211.6% | $75,163+463.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.96% | 30.90%-19.9pp | 68.23%-57.3pp | 160.62%-149.7pp |
| Employer contribution / active EE | $34,962 | $3,537+888.6% | $4,856+620.0% | $2,670+1209.5% |
| Participant deferral / active EE | $12,817 | $6,404+100.1% | $7,758+65.2% | $4,125+210.7% |
| Admin fee / account holder | $44,796 | $6,975+542.2% | $10,762+316.2% | $5,651+692.7% |