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 | $764,246 | $183,519+316.4% | $155,509+391.4% | $145,922+423.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.22% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,491 | $5,313-71.9% | $4,672-68.1% | $4,660-68.0% |
| Participant deferral / active EE | $4,708 | $6,462-27.1% | $5,626-16.3% | $6,688-29.6% |
| Admin fee / account holder | $22,472 | $19,313+16.4% | $15,912+41.2% | $13,397+67.7% |