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 | $317,490 | $106,515+198.1% | $96,683+228.4% | $139,434+127.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.63% | 38.43%-29.8pp | 35.69%-27.1pp | 372.94%-364.3pp |
| Employer contribution / active EE | $34,410 | $4,103+738.7% | $3,737+820.9% | $4,751+624.3% |
| Participant deferral / active EE | $18,913 | $5,454+246.8% | $4,878+287.7% | $6,710+181.9% |
| Admin fee / account holder | $158,351 | $7,877+1910.3% | $6,730+2253.1% | $11,403+1288.7% |