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 | $567,857 | $214,378+164.9% | $200,582+183.1% | $142,382+298.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.75% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $5,188 | $6,841-24.2% | $6,419-19.2% | $4,299+20.7% |
| Participant deferral / active EE | $10,507 | $9,865+6.5% | $9,331+12.6% | $6,507+61.5% |
| Admin fee / account holder | $393,240 | $17,692+2122.7% | $16,305+2311.8% | $12,624+3015.1% |