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 | $956,983 | $115,770+726.6% | $101,248+845.2% | $158,922+502.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.06% | 56.14%-50.1pp | 46.47%-40.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $46,353 | $4,175+1010.4% | $3,660+1166.6% | $4,761+873.6% |
| Participant deferral / active EE | $6,010 | $4,957+21.2% | $4,370+37.5% | $5,982+0.5% |
| Admin fee / account holder | $5,504 | $7,245-24.0% | $5,945-7.4% | $11,246-51.1% |