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 | $596,813 | $159,602+273.9% | $150,045+297.8% | $142,382+319.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.68% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,285 | $4,961+6.5% | $4,693+12.6% | $4,299+22.9% |
| Participant deferral / active EE | $16,798 | $8,310+102.1% | $7,997+110.1% | $6,507+158.1% |
| Admin fee / account holder | $2,867 | $14,846-80.7% | $13,435-78.7% | $12,624-77.3% |