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 | $436,147 | $100,970+332.0% | $96,576+351.6% | $137,256+217.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 8.41% | 38.16%-29.8pp | 38.47%-30.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $4,693 | $3,809+23.2% | $3,553+32.1% | $4,156+12.9% |
| Participant deferral / active EE | $21,813 | $8,286+163.2% | $7,956+174.2% | $6,407+240.5% |
| Admin fee / account holder | $326,540 | $11,312+2786.7% | $11,381+2769.2% | $12,270+2561.3% |