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 | $463,195 | $111,754+314.5% | $103,333+348.3% | $145,922+217.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.85% | 24.77%-17.9pp | 24.88%-18.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $7,459 | $4,212+77.1% | $3,868+92.8% | $4,660+60.1% |
| Participant deferral / active EE | $20,814 | $5,619+270.5% | $5,057+311.6% | $6,688+211.2% |
| Admin fee / account holder | $845 | $9,750-91.3% | $8,355-89.9% | $13,397-93.7% |