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 | $462,981 | $106,890+333.1% | $84,015+451.1% | $152,861+202.9% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 7.53% | 104.99%-97.5pp | 71.31%-63.8pp | 345.32%-337.8pp |
| Employer contribution / active EE | $2,118 | $2,734-22.5% | $1,983+6.8% | $4,762-55.5% |
| Participant deferral / active EE | $5,830 | $4,011+45.3% | $3,239+80.0% | $5,850-0.4% |
| Admin fee / account holder | $1,071 | $8,285-87.1% | $6,101-82.4% | $11,596-90.8% |