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 | $573,413 | $114,237+402.0% | $119,258+380.8% | $167,490+242.4% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.7%-0.9pp | 82.1%-0.3pp |
| Annual return | 9.23% | 29.87%-20.6pp | 30.69%-21.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $12,251 | $4,481+173.4% | $4,384+179.4% | $4,837+153.2% |
| Participant deferral / active EE | $7,343 | $6,084+20.7% | $6,111+20.2% | $6,341+15.8% |
| Admin fee / account holder | $7,038 | $8,932-21.2% | $7,226-2.6% | $12,309-42.8% |