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 | $462,187 | $99,020+366.8% | $86,590+433.8% | $147,584+213.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 3.47% | 1312.34%-1308.9pp | 964.84%-961.4pp | 578.55%-575.1pp |
| Employer contribution / active EE | $9,056 | $3,132+189.1% | $2,839+218.9% | $4,876+85.7% |
| Participant deferral / active EE | $5,943 | $3,972+49.6% | $3,609+64.7% | $5,439+9.3% |
| Admin fee / account holder | $15,181 | $5,710+165.8% | $4,906+209.5% | $10,885+39.5% |