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 | $1,158,064 | $202,432+472.1% | $169,368+583.8% | $139,434+730.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.34% | 531.74%-525.4pp | 405.60%-399.3pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,700 | $4,692-42.5% | $4,013-32.7% | $4,751-43.2% |
| Participant deferral / active EE | $5,625 | $6,938-18.9% | $6,221-9.6% | $6,710-16.2% |
| Admin fee / account holder | $2,780 | $10,708-74.0% | $9,003-69.1% | $11,403-75.6% |