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 | $463,195 | $111,814+314.3% | $103,374+348.1% | $145,959+217.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.85% | 24.77%-17.9pp | 24.89%-18.0pp | 561.95%-555.1pp |
| Employer contribution / active EE | $7,459 | $4,214+77.0% | $3,869+92.8% | $4,661+60.0% |
| Participant deferral / active EE | $20,814 | $5,618+270.5% | $5,058+311.5% | $6,689+211.2% |
| Admin fee / account holder | $845 | $9,754-91.3% | $8,394-89.9% | $13,398-93.7% |