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 | $754,437 | $209,411+260.3% | $178,490+322.7% | $158,922+374.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.98% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $19,444 | $5,706+240.7% | $5,011+288.1% | $4,761+308.4% |
| Participant deferral / active EE | $10,400 | $5,954+74.7% | $5,202+99.9% | $5,982+73.9% |
| Admin fee / account holder | $4,278 | $17,074-74.9% | $13,984-69.4% | $11,246-62.0% |