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 | $411,368 | $106,584+286.0% | $101,326+306.0% | $142,382+188.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 6.53% | 36.93%-30.4pp | 36.82%-30.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,286 | $3,956-42.2% | $3,665-37.6% | $4,299-46.8% |
| Participant deferral / active EE | $11,656 | $8,297+40.5% | $7,994+45.8% | $6,507+79.1% |
| Admin fee / account holder | $833 | $11,446-92.7% | $11,185-92.5% | $12,624-93.4% |