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 | $558,239 | $157,256+255.0% | $141,162+295.5% | $152,861+265.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.88% | 64.32%-55.4pp | 71.39%-62.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $4,973 | $5,261-5.5% | $4,735+5.0% | $4,762+4.4% |
| Participant deferral / active EE | $6,637 | $7,109-6.6% | $6,709-1.1% | $5,850+13.5% |
| Admin fee / account holder | $64,806 | $12,120+434.7% | $10,261+531.6% | $11,596+458.8% |