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 | $462,950 | $69,515+566.0% | $86,874+432.9% | $85,850+439.3% |
| Participation rate | 96.3% | 66.3%+30.0pp | 71.6%+24.7pp | 69.3%+27.0pp |
| Annual return | 10.75% | 20.12%-9.4pp | 63.52%-52.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $7,102 | $1,880+277.7% | $2,495+184.6% | $2,565+176.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $47,062 | $5,972+688.1% | $5,828+707.5% | $6,260+651.8% |