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 7-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 | $806,546 | $157,256+412.9% | $141,162+471.4% | $152,861+427.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.10% | 64.32%-50.2pp | 71.39%-57.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $4,451 | $5,261-15.4% | $4,735-6.0% | $4,762-6.5% |
| Participant deferral / active EE | $10,286 | $7,109+44.7% | $6,709+53.3% | $5,850+75.8% |
| Admin fee / account holder | $80,176 | $12,120+561.5% | $10,261+681.4% | $11,596+591.4% |