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 | $995,011 | $146,267+580.3% | $197,124+404.8% | $82,448+1106.8% |
| Participation rate | 98.5% | 84.0%+14.5pp | 86.7%+11.8pp | 68.1%+30.4pp |
| Annual return | 11.92% | 29.61%-17.7pp | 44.34%-32.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $31,174 | $4,723+560.0% | $6,227+400.6% | $2,551+1122.0% |
| Participant deferral / active EE | $25,667 | $7,035+264.9% | $9,135+181.0% | $4,139+520.1% |
| Admin fee / account holder | $38,787 | $14,422+168.9% | $16,298+138.0% | $7,234+436.1% |