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 | $506,364 | $227,553+122.5% | $189,557+167.1% | $167,490+202.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.07% | 78.40%-75.3pp | 64.17%-61.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $5,924 | $5,316+11.4% | $4,412+34.2% | $4,837+22.5% |
| Participant deferral / active EE | $13,000 | $7,002+85.7% | $6,174+110.6% | $6,341+105.0% |
| Admin fee / account holder | $591 | $11,878-95.0% | $9,807-94.0% | $12,309-95.2% |