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 | $735,384 | $152,587+381.9% | $125,175+487.5% | $152,861+381.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.56% | 54.84%-52.3pp | 43.79%-41.2pp | 345.32%-342.8pp |
| Employer contribution / active EE | $9,375 | $4,946+89.5% | $3,865+142.5% | $4,762+96.9% |
| Participant deferral / active EE | $2,103 | $5,868-64.2% | $4,937-57.4% | $5,850-64.1% |
| Admin fee / account holder | $60,889 | $13,434+353.2% | $9,702+527.6% | $11,596+425.1% |