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 | $511,868 | $80,673+534.5% | $101,326+405.2% | $84,808+503.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 10.75% | 38.95%-28.2pp | 36.82%-26.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $6,057 | $2,698+124.5% | $3,665+65.2% | $2,631+130.2% |
| Participant deferral / active EE | $15,470 | $6,840+126.2% | $7,994+93.5% | $4,212+267.3% |
| Admin fee / account holder | $49,352 | $12,784+286.0% | $11,185+341.2% | $7,344+572.0% |