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 | $613,434 | $217,402+182.2% | $185,823+230.1% | $167,490+266.3% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 7.71% | 148.36%-140.7pp | 122.05%-114.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $10,468 | $5,873+78.2% | $5,167+102.6% | $4,837+116.4% |
| Participant deferral / active EE | $6,548 | $6,356+3.0% | $5,568+17.6% | $6,341+3.3% |
| Admin fee / account holder | $20,947 | $19,811+5.7% | $16,237+29.0% | $12,309+70.2% |