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 | $434,461 | $94,338+360.5% | $100,534+332.2% | $142,382+205.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.02% | 29.20%-17.2pp | 32.66%-20.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,000 | $4,237-29.2% | $4,346-31.0% | $4,299-30.2% |
| Participant deferral / active EE | $9,240 | $5,934+55.7% | $6,144+50.4% | $6,507+42.0% |
| Admin fee / account holder | $85,536 | $8,421+915.7% | $7,654+1017.5% | $12,624+577.6% |