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 | $754,556 | $93,571+706.4% | $135,903+455.2% | $75,163+903.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.30% | 30.90%-22.6pp | 68.23%-59.9pp | 160.62%-152.3pp |
| Employer contribution / active EE | $32,522 | $3,537+819.6% | $4,856+569.7% | $2,670+1118.2% |
| Participant deferral / active EE | $6,384 | $6,404-0.3% | $7,758-17.7% | $4,125+54.8% |
| Admin fee / account holder | $276,009 | $6,975+3856.9% | $10,762+2464.7% | $5,651+4784.3% |