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 | $656,078 | $123,793+430.0% | $177,821+269.0% | $79,858+721.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.26% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $27,627 | $4,095+574.6% | $5,918+366.8% | $2,471+1018.1% |
| Participant deferral / active EE | $7,962 | $5,956+33.7% | $7,714+3.2% | $3,740+112.9% |
| Admin fee / account holder | $68,230 | $7,243+842.1% | $12,427+449.0% | $5,306+1185.8% |