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 3-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 | $618,497 | $77,314+700.0% | $177,989+247.5% | $80,856+664.9% |
| Participation rate | 72.9% | 65.7%+7.2pp | 77.1%-4.2pp | 67.6%+5.2pp |
| Annual return | 10.65% | 18.09%-7.4pp | 294.48%-283.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,010 | $2,292-12.3% | $3,949-49.1% | $2,755-27.1% |
| Participant deferral / active EE | $4,772 | $4,411+8.2% | $6,276-24.0% | $4,296+11.1% |
| Admin fee / account holder | $271,027 | $7,191+3669.0% | $10,363+2515.3% | $6,918+3817.7% |