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 | $490,990 | $179,726+173.2% | $156,263+214.2% | $142,382+244.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 8.94% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $19,219 | $5,069+279.1% | $4,333+343.5% | $4,299+347.1% |
| Participant deferral / active EE | $9,301 | $6,956+33.7% | $6,158+51.0% | $6,507+42.9% |
| Admin fee / account holder | $14,910 | $17,272-13.7% | $14,255+4.6% | $12,624+18.1% |