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 | $1,311,559 | $183,519+614.7% | $155,509+743.4% | $145,922+798.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.80% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.5pp |
| Employer contribution / active EE | $6,536 | $5,313+23.0% | $4,672+39.9% | $4,660+40.3% |
| Participant deferral / active EE | $9,541 | $6,462+47.6% | $5,626+69.6% | $6,688+42.7% |
| Admin fee / account holder | $7,231 | $19,313-62.6% | $15,912-54.6% | $13,397-46.0% |