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 | $473,098 | $74,888+531.7% | $71,209+564.4% | $142,382+232.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 9.00% | 345.14%-336.1pp | 282.51%-273.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,652 | $2,854+28.0% | $2,721+34.2% | $4,299-15.0% |
| Participant deferral / active EE | $10,306 | $4,454+131.4% | $4,175+146.8% | $6,507+58.4% |
| Admin fee / account holder | $87,646 | $5,568+1474.0% | $5,349+1538.6% | $12,624+594.3% |