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 8-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 | $820,029 | $106,584+669.4% | $101,326+709.3% | $142,382+475.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.19% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $16,843 | $3,956+325.8% | $3,665+359.5% | $4,299+291.8% |
| Participant deferral / active EE | $20,188 | $8,297+143.3% | $7,994+152.5% | $6,507+210.2% |
| Admin fee / account holder | $20,825 | $11,446+81.9% | $11,185+86.2% | $12,624+65.0% |