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 | $543,522 | $157,256+245.6% | $141,162+285.0% | $152,861+255.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.06% | 64.32%-60.3pp | 71.39%-67.3pp | 345.32%-341.3pp |
| Employer contribution / active EE | $8,907 | $5,261+69.3% | $4,735+88.1% | $4,762+87.0% |
| Participant deferral / active EE | $14,394 | $7,109+102.5% | $6,709+114.6% | $5,850+146.0% |
| Admin fee / account holder | $2,664 | $12,120-78.0% | $10,261-74.0% | $11,596-77.0% |