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 | $656,247 | $175,202+274.6% | $149,673+338.5% | $139,434+370.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 8.08% | 166.71%-158.6pp | 134.42%-126.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,349 | $5,474-57.1% | $4,818-51.2% | $4,751-50.5% |
| Participant deferral / active EE | $11,666 | $6,519+79.0% | $5,680+105.4% | $6,710+73.9% |
| Admin fee / account holder | $16,312 | $16,150+1.0% | $13,210+23.5% | $11,403+43.1% |