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 | $555,556 | $114,381+385.7% | $107,525+416.7% | $142,382+290.2% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 11.05% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,535 | $4,015+13.0% | $3,754+20.8% | $4,299+5.5% |
| Participant deferral / active EE | $12,428 | $5,564+123.3% | $5,116+142.9% | $6,507+91.0% |
| Admin fee / account holder | $140,012 | $9,860+1320.0% | $8,919+1469.9% | $12,624+1009.1% |