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 | $827,339 | $185,822+345.2% | $169,993+386.7% | $139,434+493.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.72% | 60.50%-50.8pp | 53.37%-43.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $23,396 | $7,590+208.2% | $6,785+244.8% | $4,751+392.5% |
| Participant deferral / active EE | $4,316 | $11,622-62.9% | $10,408-58.5% | $6,710-35.7% |
| Admin fee / account holder | $419 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |