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 | $502,314 | $214,378+134.3% | $200,582+150.4% | $142,382+252.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 10.28% | 46.41%-36.1pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $12,500 | $6,841+82.7% | $6,419+94.7% | $4,299+190.8% |
| Participant deferral / active EE | $5,030 | $9,865-49.0% | $9,331-46.1% | $6,507-22.7% |
| Admin fee / account holder | $30,951 | $17,692+74.9% | $16,305+89.8% | $12,624+145.2% |