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 | $476,366 | $202,432+135.3% | $169,368+181.3% | $139,434+241.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.83% | 531.74%-525.9pp | 405.60%-399.8pp | 372.94%-367.1pp |
| Employer contribution / active EE | $15,777 | $4,692+236.2% | $4,013+293.2% | $4,751+232.1% |
| Participant deferral / active EE | $12,417 | $6,938+79.0% | $6,221+99.6% | $6,710+85.0% |
| Admin fee / account holder | $1,152 | $10,708-89.2% | $9,003-87.2% | $11,403-89.9% |