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 | $982,521 | $197,591+397.3% | $177,821+452.5% | $158,922+518.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.00% | 58.76%-55.8pp | 48.32%-45.3pp | 302.83%-299.8pp |
| Employer contribution / active EE | $25,951 | $6,697+287.5% | $5,918+338.5% | $4,761+445.1% |
| Participant deferral / active EE | $8,667 | $8,405+3.1% | $7,714+12.3% | $5,982+44.9% |
| Admin fee / account holder | $3,922 | $15,399-74.5% | $12,427-68.4% | $11,246-65.1% |