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 | $439,166 | $73,933+494.0% | $96,683+354.2% | $75,163+484.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.10% | 26.70%-16.6pp | 35.69%-25.6pp | 160.62%-150.5pp |
| Employer contribution / active EE | $26,161 | $2,928+793.6% | $3,737+600.1% | $2,670+879.9% |
| Participant deferral / active EE | $3,990 | $3,659+9.1% | $4,878-18.2% | $4,125-3.3% |
| Admin fee / account holder | $68,879 | $5,216+1220.5% | $6,730+923.5% | $5,651+1118.9% |