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 | $626,379 | $210,648+197.4% | $177,989+251.9% | $145,922+329.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 7.17% | 385.86%-378.7pp | 294.48%-287.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,933 | $4,565-35.7% | $3,949-25.7% | $4,660-37.1% |
| Participant deferral / active EE | $17,323 | $6,958+149.0% | $6,276+176.0% | $6,688+159.0% |
| Admin fee / account holder | $6,550 | $12,013-45.5% | $10,363-36.8% | $13,397-51.1% |