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 | $803,084 | $98,750+713.3% | $149,696+436.5% | $79,858+905.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.42% | 27.43%-25.0pp | 276.60%-274.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $4,036 | $3,216+25.5% | $4,644-13.1% | $2,471+63.4% |
| Participant deferral / active EE | $12,129 | $5,680+113.5% | $6,842+77.3% | $3,740+224.3% |
| Admin fee / account holder | $91,973 | $6,053+1419.6% | $9,309+888.0% | $5,306+1633.3% |