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 | $489,826 | $227,396+115.4% | $442,409+10.7% | $116,875+319.1% |
| Participation rate | 87.5% | 85.7%+1.8pp | 88.0%-0.5pp | 74.5%+13.0pp |
| Annual return | 12.31% | 16.35%-4.0pp | 90.53%-78.2pp | 16.29%-4.0pp |
| Employer contribution / active EE | $11,077 | $5,244+111.2% | $7,697+43.9% | $3,288+236.9% |
| Participant deferral / active EE | $12,713 | $7,352+72.9% | $7,555+68.3% | $3,885+227.2% |
| Admin fee / account holder | $18,003 | $16,310+10.4% | $51,603-65.1% | $12,263+46.8% |