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 5-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 | $522,154 | $96,128+443.2% | $136,007+283.9% | $80,856+545.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.22% | 28.71%-18.5pp | 579.32%-569.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $8,854 | $3,351+164.2% | $4,217+110.0% | $2,755+221.4% |
| Participant deferral / active EE | $17,562 | $5,709+207.6% | $7,025+150.0% | $4,296+308.8% |
| Admin fee / account holder | $132,403 | $8,236+1507.5% | $6,858+1830.6% | $6,918+1813.9% |