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 | $447,229 | $105,998+321.9% | $92,233+384.9% | $147,584+203.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.45% | 50.05%-41.6pp | 176.28%-167.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $747 | $4,333-82.8% | $3,679-79.7% | $4,876-84.7% |
| Participant deferral / active EE | $5,760 | $4,478+28.6% | $3,897+47.8% | $5,439+5.9% |
| Admin fee / account holder | $8,112 | $6,332+28.1% | $5,194+56.2% | $10,885-25.5% |