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 | $499,341 | $93,170+435.9% | $100,534+396.7% | $84,808+488.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 13.64% | 47.13%-33.5pp | 32.66%-19.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $12,811 | $3,985+221.5% | $4,346+194.7% | $2,631+386.9% |
| Participant deferral / active EE | $10,365 | $5,699+81.9% | $6,144+68.7% | $4,212+146.1% |
| Admin fee / account holder | $38,222 | $7,382+417.8% | $7,654+399.4% | $7,344+420.5% |