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 | $474,268 | $114,381+314.6% | $107,525+341.1% | $142,382+233.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.49% | 242.71%-236.2pp | 181.32%-174.8pp | 217.08%-210.6pp |
| Employer contribution / active EE | $3,770 | $4,015-6.1% | $3,754+0.4% | $4,299-12.3% |
| Participant deferral / active EE | $17,259 | $5,564+210.2% | $5,116+237.4% | $6,507+165.2% |
| Admin fee / account holder | $11,325 | $9,860+14.9% | $8,919+27.0% | $12,624-10.3% |