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 | $559,651 | $159,602+250.7% | $150,045+273.0% | $142,382+293.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 7.22% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $17,215 | $4,961+247.0% | $4,693+266.8% | $4,299+300.4% |
| Participant deferral / active EE | $9,325 | $8,310+12.2% | $7,997+16.6% | $6,507+43.3% |
| Admin fee / account holder | $1,572 | $14,846-89.4% | $13,435-88.3% | $12,624-87.5% |