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 | $445,067 | $106,515+317.8% | $96,683+360.3% | $139,434+219.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.44% | 38.43%-28.0pp | 35.69%-25.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $24,176 | $4,103+489.2% | $3,737+547.0% | $4,751+408.9% |
| Participant deferral / active EE | $9,616 | $5,454+76.3% | $4,878+97.1% | $6,710+43.3% |
| Admin fee / account holder | $4,624 | $7,877-41.3% | $6,730-31.3% | $11,403-59.4% |