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 | $464,736 | $157,256+195.5% | $141,162+229.2% | $152,861+204.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.35% | 64.32%-50.0pp | 71.39%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,748 | $5,261+9.3% | $4,735+21.4% | $4,762+20.7% |
| Participant deferral / active EE | $2,549 | $7,109-64.1% | $6,709-62.0% | $5,850-56.4% |
| Admin fee / account holder | $13,261 | $12,120+9.4% | $10,261+29.2% | $11,596+14.3% |