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 | $638,817 | $197,591+223.3% | $177,821+259.2% | $158,922+302.0% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 2.89% | 58.76%-55.9pp | 48.32%-45.4pp | 302.83%-299.9pp |
| Employer contribution / active EE | $5,644 | $6,697-15.7% | $5,918-4.6% | $4,761+18.6% |
| Participant deferral / active EE | $8,497 | $8,405+1.1% | $7,714+10.2% | $5,982+42.0% |
| Admin fee / account holder | $167,088 | $15,399+985.0% | $12,427+1244.5% | $11,246+1385.8% |