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 | $461,825 | $202,318+128.3% | $172,739+167.4% | $152,861+202.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 11.99% | 1029.65%-1017.7pp | 802.84%-790.8pp | 345.32%-333.3pp |
| Employer contribution / active EE | $2,287 | $5,856-60.9% | $5,143-55.5% | $4,762-52.0% |
| Participant deferral / active EE | $11,643 | $5,948+95.7% | $5,198+124.0% | $5,850+99.0% |
| Admin fee / account holder | $12,311 | $17,109-28.0% | $13,954-11.8% | $11,596+6.2% |