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 | $509,743 | $123,793+311.8% | $177,821+186.7% | $79,858+538.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -0.28% | 22.82%-23.1pp | 48.32%-48.6pp | 31.71%-32.0pp |
| Employer contribution / active EE | $5,292 | $4,095+29.2% | $5,918-10.6% | $2,471+114.2% |
| Participant deferral / active EE | $14,970 | $5,956+151.3% | $7,714+94.1% | $3,740+300.3% |
| Admin fee / account holder | $13,159 | $7,243+81.7% | $12,427+5.9% | $5,306+148.0% |