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 | $718,719 | $183,963+290.7% | $162,163+343.2% | $152,861+370.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.15% | 150.76%-138.6pp | 115.59%-103.4pp | 345.32%-333.2pp |
| Employer contribution / active EE | $4,942 | $6,371-22.4% | $5,614-12.0% | $4,762+3.8% |
| Participant deferral / active EE | $9,206 | $8,034+14.6% | $7,298+26.1% | $5,850+57.4% |
| Admin fee / account holder | $11,375 | $13,121-13.3% | $10,843+4.9% | $11,596-1.9% |