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 | $778,196 | $159,602+387.6% | $150,045+418.6% | $142,382+446.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.26% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $7,754 | $4,961+56.3% | $4,693+65.2% | $4,299+80.4% |
| Participant deferral / active EE | $18,544 | $8,310+123.2% | $7,997+131.9% | $6,507+185.0% |
| Admin fee / account holder | $5,036 | $14,846-66.1% | $13,435-62.5% | $12,624-60.1% |