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 | $803,008 | $105,859+658.6% | $90,160+790.6% | $147,584+444.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.44% | 37.63%-28.2pp | 34.88%-25.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $8,100 | $4,126+96.3% | $3,318+144.1% | $4,876+66.1% |
| Participant deferral / active EE | $12,000 | $5,733+109.3% | $5,288+126.9% | $5,439+120.6% |
| Admin fee / account holder | $3,313 | $8,046-58.8% | $5,943-44.3% | $10,885-69.6% |