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 4-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 | $792,905 | $106,749+642.8% | $145,433+445.2% | $82,448+861.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.28% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $30,997 | $3,444+799.9% | $4,554+580.6% | $2,551+1115.1% |
| Participant deferral / active EE | $19,122 | $6,519+193.3% | $7,897+142.1% | $4,139+362.0% |
| Admin fee / account holder | $8,858 | $8,390+5.6% | $13,129-32.5% | $7,234+22.4% |