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 | $609,137 | $176,812+244.5% | $146,665+315.3% | $167,490+263.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.11% | 24.03%-19.9pp | 22.74%-18.6pp | 478.56%-474.4pp |
| Employer contribution / active EE | $10,051 | $5,160+94.8% | $4,136+143.0% | $4,837+107.8% |
| Participant deferral / active EE | $19,333 | $6,440+200.2% | $5,506+251.1% | $6,341+204.9% |
| Admin fee / account holder | $12,377 | $13,259-6.7% | $10,280+20.4% | $12,309+0.5% |