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 | $499,952 | $93,571+434.3% | $135,903+267.9% | $75,163+565.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 13.80% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $58,304 | $3,537+1548.6% | $4,856+1100.6% | $2,670+2083.8% |
| Participant deferral / active EE | $4,554 | $6,404-28.9% | $7,758-41.3% | $4,125+10.4% |
| Admin fee / account holder | $123,966 | $6,975+1677.2% | $10,762+1051.9% | $5,651+2093.7% |