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 | $564,578 | $126,574+346.0% | $106,213+431.6% | $145,922+286.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.95% | 224.79%-216.8pp | 116.14%-108.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $3,978 | $3,730+6.6% | $3,171+25.4% | $4,660-14.6% |
| Participant deferral / active EE | $3,978 | $5,724-30.5% | $5,016-20.7% | $6,688-40.5% |
| Admin fee / account holder | $6,343 | $17,304-63.3% | $11,033-42.5% | $13,397-52.7% |