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 | $731,931 | $123,793+491.3% | $177,821+311.6% | $79,858+816.5% |
| Participation rate | 98.4% | 84.7%+13.7pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 2.83% | 22.82%-20.0pp | 48.32%-45.5pp | 31.71%-28.9pp |
| Employer contribution / active EE | $16,739 | $4,095+308.7% | $5,918+182.8% | $2,471+577.4% |
| Participant deferral / active EE | $7,768 | $5,956+30.4% | $7,714+0.7% | $3,740+107.7% |
| Admin fee / account holder | $14,826 | $7,243+104.7% | $12,427+19.3% | $5,306+179.4% |