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 | $496,731 | $117,841+321.5% | $102,423+385.0% | $145,922+240.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.59% | 31.65%-27.1pp | 29.32%-24.7pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,918 | $3,615-46.9% | $3,023-36.6% | $4,660-58.8% |
| Participant deferral / active EE | $5,057 | $5,731-11.8% | $5,053+0.1% | $6,688-24.4% |
| Admin fee / account holder | $57,449 | $13,326+331.1% | $9,451+507.9% | $13,397+328.8% |