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 | $591,625 | $209,336+182.6% | $197,124+200.1% | $137,256+331.0% |
| Participation rate | 87.0% | 87.3%-0.3pp | 86.7%+0.2pp | 80.0%+7.0pp |
| Annual return | 3.17% | 48.09%-44.9pp | 44.34%-41.2pp | 220.34%-217.2pp |
| Employer contribution / active EE | $2,174 | $6,591-67.0% | $6,227-65.1% | $4,156-47.7% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,442 | $17,308+47.0% | $16,298+56.1% | $12,270+107.3% |