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 | $597,742 | $118,450+404.6% | $98,439+507.2% | $139,434+328.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 4.20% | 18.94%-14.7pp | 21.16%-17.0pp | 372.94%-368.7pp |
| Employer contribution / active EE | $7,610 | $3,609+110.8% | $3,048+149.7% | $4,751+60.2% |
| Participant deferral / active EE | $3,409 | $5,392-36.8% | $4,738-28.1% | $6,710-49.2% |
| Admin fee / account holder | $2,345 | $14,026-83.3% | $8,948-73.8% | $11,403-79.4% |