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 | $446,684 | $138,385+222.8% | $184,200+142.5% | $80,874+452.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 7.69% | 20.02%-12.3pp | 28.80%-21.1pp | 35.62%-27.9pp |
| Employer contribution / active EE | $10,403 | $4,849+114.5% | $6,424+61.9% | $2,756+277.5% |
| Participant deferral / active EE | $9,324 | $7,073+31.8% | $9,132+2.1% | $4,297+117.0% |
| Admin fee / account holder | $12,784 | $10,483+21.9% | $13,907-8.1% | $6,935+84.3% |