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 | $819,368 | $106,584+668.8% | $101,326+708.6% | $142,382+475.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 7.18% | 36.93%-29.7pp | 36.82%-29.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $6,875 | $3,956+73.8% | $3,665+87.6% | $4,299+59.9% |
| Participant deferral / active EE | $23,862 | $8,297+187.6% | $7,994+198.5% | $6,507+266.7% |
| Admin fee / account holder | $821,757 | $11,446+7079.3% | $11,185+7246.9% | $12,624+6409.6% |