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 | $497,682 | $117,983+321.8% | $101,794+388.9% | $142,382+249.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.73% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,582 | $2,773-42.9% | $2,289-30.9% | $4,299-63.2% |
| Participant deferral / active EE | $4,618 | $4,714-2.0% | $4,084+13.1% | $6,507-29.0% |
| Admin fee / account holder | $24,263 | $10,433+132.5% | $8,777+176.4% | $12,624+92.2% |