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 | $525,527 | $154,228+240.7% | $145,433+261.4% | $137,256+282.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.32% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $5,660 | $4,804+17.8% | $4,554+24.3% | $4,156+36.2% |
| Participant deferral / active EE | $8,626 | $8,216+5.0% | $7,897+9.2% | $6,407+34.6% |
| Admin fee / account holder | $21,632 | $14,344+50.8% | $13,129+64.8% | $12,270+76.3% |