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 | $949,964 | $106,584+791.3% | $101,326+837.5% | $142,382+567.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.65% | 36.93%-27.3pp | 36.82%-27.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $21,502 | $3,956+443.5% | $3,665+486.6% | $4,299+400.1% |
| Participant deferral / active EE | $18,533 | $8,297+123.4% | $7,994+131.8% | $6,507+184.8% |
| Admin fee / account holder | $137,277 | $11,446+1099.3% | $11,185+1127.3% | $12,624+987.5% |