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 | $491,483 | $127,065+286.8% | $113,168+334.3% | $142,382+245.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.29% | 24.03%-14.7pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,088 | $3,442-39.4% | $2,975-29.8% | $4,299-51.4% |
| Participant deferral / active EE | $10,086 | $5,716+76.4% | $5,107+97.5% | $6,507+55.0% |
| Admin fee / account holder | $8,199 | $15,736-47.9% | $12,068-32.1% | $12,624-35.1% |