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 | $762,371 | $176,812+331.2% | $146,665+419.8% | $167,490+355.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.42% | 24.03%-21.6pp | 22.74%-20.3pp | 478.56%-476.1pp |
| Employer contribution / active EE | $26,612 | $5,160+415.7% | $4,136+543.4% | $4,837+450.1% |
| Participant deferral / active EE | $17,333 | $6,440+169.2% | $5,506+214.8% | $6,341+173.3% |
| Admin fee / account holder | $1,681 | $13,259-87.3% | $10,280-83.6% | $12,309-86.3% |