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 9-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 | $490,330 | $106,515+360.3% | $96,683+407.2% | $139,434+251.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.24% | 38.43%-33.2pp | 35.69%-30.5pp | 372.94%-367.7pp |
| Employer contribution / active EE | $10,018 | $4,103+144.2% | $3,737+168.1% | $4,751+110.9% |
| Participant deferral / active EE | $12,946 | $5,454+137.4% | $4,878+165.4% | $6,710+92.9% |
| Admin fee / account holder | $130,699 | $7,877+1559.3% | $6,730+1842.2% | $11,403+1046.2% |