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 | $518,555 | $152,587+239.8% | $125,175+314.3% | $152,861+239.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.31% | 54.84%-53.5pp | 43.79%-42.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $55,749 | $4,946+1027.1% | $3,865+1342.3% | $4,762+1070.6% |
| Participant deferral / active EE | $33,167 | $5,868+465.2% | $4,937+571.8% | $5,850+466.9% |
| Admin fee / account holder | $33,116 | $13,434+146.5% | $9,702+241.3% | $11,596+185.6% |