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 | $880,619 | $106,584+726.2% | $101,326+769.1% | $142,382+518.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.89% | 36.93%-27.0pp | 36.82%-26.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $22,964 | $3,956+480.5% | $3,665+526.5% | $4,299+434.2% |
| Participant deferral / active EE | $12,885 | $8,297+55.3% | $7,994+61.2% | $6,507+98.0% |
| Admin fee / account holder | $22,792 | $11,446+99.1% | $11,185+103.8% | $12,624+80.6% |