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 | $462,684 | $185,822+149.0% | $169,993+172.2% | $139,434+231.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.53% | 60.50%-50.0pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,812 | $7,590-49.8% | $6,785-43.8% | $4,751-19.8% |
| Participant deferral / active EE | $16,840 | $11,622+44.9% | $10,408+61.8% | $6,710+151.0% |
| Admin fee / account holder | $15,661 | $15,381+1.8% | $12,815+22.2% | $11,403+37.4% |