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 | $754,731 | $180,749+317.6% | $160,784+369.4% | $137,256+449.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.37% | 2234.46%-2227.1pp | 1803.92%-1796.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $67,040 | $4,155+1513.4% | $3,733+1696.0% | $4,156+1513.1% |
| Participant deferral / active EE | $63,677 | $6,844+830.4% | $6,293+911.9% | $6,407+893.9% |
| Admin fee / account holder | $4,277 | $10,397-58.9% | $9,717-56.0% | $12,270-65.1% |