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 | $452,405 | $123,793+265.5% | $177,821+154.4% | $79,858+466.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.71% | 22.82%-18.1pp | 48.32%-43.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $2,305 | $4,095-43.7% | $5,918-61.1% | $2,471-6.7% |
| Participant deferral / active EE | $6,901 | $5,956+15.9% | $7,714-10.5% | $3,740+84.5% |
| Admin fee / account holder | $26,855 | $7,243+270.8% | $12,427+116.1% | $5,306+406.1% |