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 | $550,580 | $197,591+178.6% | $177,821+209.6% | $158,922+246.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.72% | 58.76%-53.0pp | 48.32%-42.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $27,128 | $6,697+305.0% | $5,918+358.4% | $4,761+469.8% |
| Participant deferral / active EE | $23,573 | $8,405+180.5% | $7,714+205.6% | $5,982+294.1% |
| Admin fee / account holder | $7,405 | $15,399-51.9% | $12,427-40.4% | $11,246-34.2% |