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 | $417,648 | $148,534+181.2% | $135,903+207.3% | $139,434+199.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 10.73% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $17,834 | $5,243+240.1% | $4,856+267.2% | $4,751+275.4% |
| Participant deferral / active EE | $11,638 | $8,100+43.7% | $7,758+50.0% | $6,710+73.4% |
| Admin fee / account holder | $8,180 | $12,400-34.0% | $10,762-24.0% | $11,403-28.3% |