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 | $682,059 | $197,591+245.2% | $177,821+283.6% | $158,922+329.2% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 0.47% | 58.76%-58.3pp | 48.32%-47.8pp | 302.83%-302.4pp |
| Employer contribution / active EE | $1,765 | $6,697-73.7% | $5,918-70.2% | $4,761-62.9% |
| Participant deferral / active EE | $10,921 | $8,405+29.9% | $7,714+41.6% | $5,982+82.6% |
| Admin fee / account holder | $42,358 | $15,399+175.1% | $12,427+240.8% | $11,246+276.7% |