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 | $452,951 | $157,256+188.0% | $141,162+220.9% | $152,861+196.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.91% | 64.32%-58.4pp | 71.39%-65.5pp | 345.32%-339.4pp |
| Employer contribution / active EE | $11,965 | $5,261+127.4% | $4,735+152.7% | $4,762+151.3% |
| Participant deferral / active EE | $7,709 | $7,109+8.4% | $6,709+14.9% | $5,850+31.8% |
| Admin fee / account holder | $13,792 | $12,120+13.8% | $10,261+34.4% | $11,596+18.9% |