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 | $936,349 | $159,602+486.7% | $150,045+524.0% | $142,382+557.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.44% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,791 | $4,961-23.6% | $4,693-19.2% | $4,299-11.8% |
| Participant deferral / active EE | $16,415 | $8,310+97.5% | $7,997+105.3% | $6,507+152.3% |
| Admin fee / account holder | $103,704 | $14,846+598.5% | $13,435+671.9% | $12,624+721.5% |