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 | $542,514 | $91,190+494.9% | $178,490+203.9% | $79,858+579.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.49% | 24.19%-19.7pp | 151.07%-146.6pp | 31.71%-27.2pp |
| Employer contribution / active EE | $19,038 | $3,256+484.7% | $5,011+279.9% | $2,471+670.5% |
| Participant deferral / active EE | $13,537 | $3,236+318.3% | $5,202+160.2% | $3,740+261.9% |
| Admin fee / account holder | $16,131 | $6,751+138.9% | $13,984+15.4% | $5,306+204.0% |