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 | $426,840 | $88,751+380.9% | $81,812+421.7% | $145,922+192.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.56% | 1025.40%-1017.8pp | 773.79%-766.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,781 | $3,083-9.8% | $2,912-4.5% | $4,660-40.3% |
| Participant deferral / active EE | $2,830 | $4,643-39.0% | $4,319-34.5% | $6,688-57.7% |
| Admin fee / account holder | $3,373 | $8,415-59.9% | $7,386-54.3% | $13,397-74.8% |