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 | $727,170 | $214,378+239.2% | $200,582+262.5% | $142,382+410.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.91% | 46.41%-38.5pp | 42.33%-34.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $43,500 | $6,841+535.8% | $6,419+577.7% | $4,299+911.8% |
| Participant deferral / active EE | $20,000 | $9,865+102.7% | $9,331+114.3% | $6,507+207.4% |
| Admin fee / account holder | $12,323 | $17,692-30.3% | $16,305-24.4% | $12,624-2.4% |