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 | $504,138 | $98,982+409.3% | $162,163+210.9% | $65,185+673.4% |
| Participation rate | 98.1% | 85.8%+12.4pp | 87.6%+10.6pp | 70.2%+27.9pp |
| Annual return | 15.35% | 24.84%-9.5pp | 115.59%-100.2pp | 29.38%-14.0pp |
| Employer contribution / active EE | $4,596 | $3,467+32.6% | $5,614-18.1% | $2,177+111.1% |
| Participant deferral / active EE | $6,883 | $5,384+27.8% | $7,298-5.7% | $3,514+95.9% |
| Admin fee / account holder | $39,949 | $596+6598.6% | $10,843+268.4% | $847+4616.0% |