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 | $416,829 | $154,228+170.3% | $145,433+186.6% | $137,256+203.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.69% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $8,477 | $4,804+76.5% | $4,554+86.1% | $4,156+104.0% |
| Participant deferral / active EE | $2,868 | $8,216-65.1% | $7,897-63.7% | $6,407-55.2% |
| Admin fee / account holder | $116,742 | $14,344+713.9% | $13,129+789.2% | $12,270+851.4% |