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 | $672,128 | $84,233+697.9% | $170,442+294.3% | $70,131+858.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.07% | 23.06%-13.0pp | 205.93%-195.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $33,645 | $3,387+893.4% | $5,433+519.3% | $2,342+1336.3% |
| Participant deferral / active EE | $19,186 | $3,086+521.8% | $4,939+288.4% | $3,332+475.9% |
| Admin fee / account holder | $86,220 | $5,698+1413.2% | $13,880+521.2% | $4,645+1756.1% |