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 | $903,361 | $106,584+747.6% | $101,326+791.5% | $142,382+534.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.03% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $30,408 | $3,956+668.7% | $3,665+729.6% | $4,299+607.3% |
| Participant deferral / active EE | $13,258 | $8,297+59.8% | $7,994+65.8% | $6,507+103.7% |
| Admin fee / account holder | $11,082 | $11,446-3.2% | $11,185-0.9% | $12,624-12.2% |