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 7-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 | $998,766 | $148,534+572.4% | $135,903+634.9% | $139,434+616.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 79.19%-69.1pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,762 | $5,243-28.3% | $4,856-22.5% | $4,751-20.8% |
| Participant deferral / active EE | $3,853 | $8,100-52.4% | $7,758-50.3% | $6,710-42.6% |
| Admin fee / account holder | $9,331 | $12,400-24.7% | $10,762-13.3% | $11,403-18.2% |