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 | $713,858 | $109,359+552.8% | $162,163+340.2% | $72,985+878.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.72% | 25.46%-17.7pp | 115.59%-107.9pp | 81.00%-73.3pp |
| Employer contribution / active EE | $24,239 | $3,907+520.3% | $5,614+331.8% | $2,440+893.5% |
| Participant deferral / active EE | $12,836 | $5,481+134.2% | $7,298+75.9% | $3,607+255.8% |
| Admin fee / account holder | $7,503 | $7,972-5.9% | $10,843-30.8% | $5,124+46.4% |