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 | $681,529 | $109,881+520.2% | $150,045+354.2% | $84,808+703.6% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 10.06% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $13,216 | $3,561+271.1% | $4,693+181.6% | $2,631+402.3% |
| Participant deferral / active EE | $7,504 | $6,636+13.1% | $7,997-6.2% | $4,212+78.2% |
| Admin fee / account holder | $13,989 | $8,568+63.3% | $13,435+4.1% | $7,344+90.5% |