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 | $577,779 | $74,888+671.5% | $71,209+711.4% | $142,382+305.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.72% | 345.14%-341.4pp | 282.51%-278.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $4,142 | $2,854+45.1% | $2,721+52.2% | $4,299-3.7% |
| Participant deferral / active EE | $10,142 | $4,454+127.7% | $4,175+142.9% | $6,507+55.9% |
| Admin fee / account holder | $7,032 | $5,568+26.3% | $5,349+31.5% | $12,624-44.3% |