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 9-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 | $924,857 | $176,812+423.1% | $146,665+530.6% | $167,490+452.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.97% | 24.03%-23.1pp | 22.74%-21.8pp | 478.56%-477.6pp |
| Employer contribution / active EE | $1,680 | $5,160-67.4% | $4,136-59.4% | $4,837-65.3% |
| Participant deferral / active EE | $6,351 | $6,440-1.4% | $5,506+15.4% | $6,341+0.2% |
| Admin fee / account holder | $1,127 | $13,259-91.5% | $10,280-89.0% | $12,309-90.8% |