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 | $698,702 | $202,432+245.2% | $169,368+312.5% | $139,434+401.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.10% | 531.74%-527.6pp | 405.60%-401.5pp | 372.94%-368.8pp |
| Employer contribution / active EE | $4,690 | $4,6920% | $4,013+16.9% | $4,751-1.3% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.2% | $6,710+347.1% |
| Admin fee / account holder | $12,439 | $10,708+16.2% | $9,003+38.2% | $11,403+9.1% |