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 | $460,817 | $110,257+317.9% | $96,544+377.3% | $139,434+230.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.38% | 26.32%-16.9pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $17,712 | $3,620+389.3% | $2,965+497.4% | $4,751+272.8% |
| Participant deferral / active EE | $6,004 | $5,548+8.2% | $4,851+23.8% | $6,710-10.5% |
| Admin fee / account holder | $49,404 | $11,591+326.2% | $8,252+498.7% | $11,403+333.3% |