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 | $386,677 | $108,919+255.0% | $100,391+285.2% | $145,922+165.0% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 9.27% | 57.88%-48.6pp | 49.20%-39.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $19,471 | $4,419+340.6% | $3,942+394.0% | $4,660+317.9% |
| Participant deferral / active EE | $12,034 | $8,445+42.5% | $8,082+48.9% | $6,688+79.9% |
| Admin fee / account holder | $2,557 | $9,689-73.6% | $7,899-67.6% | $13,397-80.9% |