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 | $712,022 | $117,841+504.2% | $102,423+595.2% | $145,922+387.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.53% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $5,091 | $3,615+40.8% | $3,023+68.4% | $4,660+9.3% |
| Participant deferral / active EE | $18,196 | $5,731+217.5% | $5,053+260.1% | $6,688+172.1% |
| Admin fee / account holder | $6,335 | $13,326-52.5% | $9,451-33.0% | $13,397-52.7% |