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 | $618,447 | $112,881+447.9% | $90,951+580.0% | $158,922+289.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.55% | 215.79%-213.2pp | 134.60%-132.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $14,854 | $2,893+413.4% | $2,122+600.0% | $4,761+212.0% |
| Participant deferral / active EE | $9,590 | $4,128+132.3% | $3,373+184.3% | $5,982+60.3% |
| Admin fee / account holder | $16,288 | $8,041+102.6% | $5,959+173.3% | $11,246+44.8% |