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 | $762,308 | $162,781+368.3% | $133,956+469.1% | $158,922+379.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.89% | 41.94%-38.1pp | 45.09%-41.2pp | 302.83%-298.9pp |
| Employer contribution / active EE | $19,315 | $4,975+288.2% | $3,919+392.9% | $4,761+305.7% |
| Participant deferral / active EE | $15,230 | $5,911+157.7% | $5,048+201.7% | $5,982+154.6% |
| Admin fee / account holder | $12,614 | $11,736+7.5% | $8,927+41.3% | $11,246+12.2% |