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 | $909,326 | $165,335+450.0% | $149,696+507.4% | $158,922+472.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.86% | 348.15%-343.3pp | 276.60%-271.7pp | 302.83%-298.0pp |
| Employer contribution / active EE | $4,610 | $5,103-9.7% | $4,644-0.7% | $4,761-3.2% |
| Participant deferral / active EE | $2,706 | $7,181-62.3% | $6,842-60.5% | $5,982-54.8% |
| Admin fee / account holder | $15,093 | $10,807+39.7% | $9,309+62.1% | $11,246+34.2% |