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 9-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 | $519,584 | $179,726+189.1% | $156,263+232.5% | $142,382+264.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1.53% | 77.86%-76.3pp | 59.47%-57.9pp | 217.08%-215.5pp |
| Employer contribution / active EE | $1,453 | $5,069-71.3% | $4,333-66.5% | $4,299-66.2% |
| Participant deferral / active EE | $5,875 | $6,956-15.5% | $6,158-4.6% | $6,507-9.7% |
| Admin fee / account holder | $1,004 | $17,272-94.2% | $14,255-93.0% | $12,624-92.1% |