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 | $323,159 | $154,228+109.5% | $145,433+122.2% | $137,256+135.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.75% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $6,649 | $4,804+38.4% | $4,554+46.0% | $4,156+60.0% |
| Participant deferral / active EE | $9,816 | $8,216+19.5% | $7,897+24.3% | $6,407+53.2% |
| Admin fee / account holder | $18,105 | $14,344+26.2% | $13,129+37.9% | $12,270+47.6% |