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 | $739,611 | $127,065+482.1% | $113,168+553.6% | $142,382+419.5% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 10.00% | 24.03%-14.0pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $10,078 | $3,442+192.8% | $2,975+238.7% | $4,299+134.4% |
| Participant deferral / active EE | $5,512 | $5,716-3.6% | $5,107+7.9% | $6,507-15.3% |
| Admin fee / account holder | $712 | $15,736-95.5% | $12,068-94.1% | $12,624-94.4% |