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 | $209,336+140.0% | $197,124+154.8% | $137,256+266.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 10.28% | 48.09%-37.8pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $12,500 | $6,591+89.7% | $6,227+100.7% | $4,156+200.8% |
| Participant deferral / active EE | $5,030 | $9,614-47.7% | $9,135-44.9% | $6,407-21.5% |
| Admin fee / account holder | $30,951 | $17,308+78.8% | $16,298+89.9% | $12,270+152.2% |