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 | $730,342 | $185,822+293.0% | $169,993+329.6% | $139,434+423.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.14% | 60.50%-55.4pp | 53.37%-48.2pp | 372.94%-367.8pp |
| Employer contribution / active EE | $5,119 | $7,590-32.6% | $6,785-24.6% | $4,751+7.8% |
| Participant deferral / active EE | $21,402 | $11,622+84.1% | $10,408+105.6% | $6,710+218.9% |
| Admin fee / account holder | $24,269 | $15,381+57.8% | $12,815+89.4% | $11,403+112.8% |