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 | $724,338 | $176,812+309.7% | $146,665+393.9% | $167,490+332.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.41% | 24.03%-19.6pp | 22.74%-18.3pp | 478.56%-474.2pp |
| Employer contribution / active EE | $17,233 | $5,160+234.0% | $4,136+316.6% | $4,837+256.2% |
| Participant deferral / active EE | $15,243 | $6,440+136.7% | $5,506+176.8% | $6,341+140.4% |
| Admin fee / account holder | $6,887 | $13,259-48.1% | $10,280-33.0% | $12,309-44.0% |