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 | $863,051 | $148,534+481.0% | $135,903+535.1% | $139,434+519.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 11.00% | 79.19%-68.2pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,540 | $5,243-51.6% | $4,856-47.7% | $4,751-46.5% |
| Participant deferral / active EE | $5,730 | $8,100-29.3% | $7,758-26.1% | $6,710-14.6% |
| Admin fee / account holder | $26,174 | $12,400+111.1% | $10,762+143.2% | $11,403+129.5% |