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 | $434,356 | $117,983+268.2% | $101,794+326.7% | $142,382+205.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 5.91% | 36.92%-31.0pp | 30.53%-24.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $12,102 | $2,773+336.5% | $2,289+428.7% | $4,299+181.5% |
| Participant deferral / active EE | $7,833 | $4,714+66.2% | $4,084+91.8% | $6,507+20.4% |
| Admin fee / account holder | $12,587 | $10,433+20.6% | $8,777+43.4% | $12,624-0.3% |