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 | $738,616 | $154,228+378.9% | $145,433+407.9% | $137,256+438.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $11,196 | $4,804+133.1% | $4,554+145.8% | $4,156+169.4% |
| Participant deferral / active EE | $14,213 | $8,216+73.0% | $7,897+80.0% | $6,407+121.8% |
| Admin fee / account holder | $16,869 | $14,344+17.6% | $13,129+28.5% | $12,270+37.5% |