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 | $480,905 | $177,572+170.8% | $154,803+210.7% | $142,382+237.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 10.93% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,126 | $4,810-35.0% | $4,305-27.4% | $4,299-27.3% |
| Participant deferral / active EE | $6,058 | $6,272-3.4% | $5,540+9.3% | $6,507-6.9% |
| Admin fee / account holder | $1,222 | $16,786-92.7% | $14,329-91.5% | $12,624-90.3% |