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 | $629,880 | $114,381+450.7% | $107,525+485.8% | $142,382+342.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.63% | 242.71%-234.1pp | 181.32%-172.7pp | 217.08%-208.4pp |
| Employer contribution / active EE | $6,900 | $4,015+71.9% | $3,754+83.8% | $4,299+60.5% |
| Participant deferral / active EE | $26,996 | $5,564+385.2% | $5,116+427.7% | $6,507+314.9% |
| Admin fee / account holder | $10,930 | $9,860+10.8% | $8,919+22.5% | $12,624-13.4% |