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 | $466,338 | $105,126+343.6% | $94,646+392.7% | $139,434+234.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.22% | 38.03%-27.8pp | 156.71%-146.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,734 | $4,106-33.4% | $3,672-25.5% | $4,751-42.5% |
| Participant deferral / active EE | $9,583 | $7,599+26.1% | $7,418+29.2% | $6,710+42.8% |
| Admin fee / account holder | $33,634 | $8,984+274.4% | $7,231+365.2% | $11,403+195.0% |