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 | $862,319 | $177,572+385.6% | $154,803+457.0% | $142,382+505.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.20% | 65.07%-57.9pp | 58.88%-51.7pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,167 | $4,810-55.0% | $4,305-49.7% | $4,299-49.6% |
| Participant deferral / active EE | $9,166 | $6,272+46.2% | $5,540+65.4% | $6,507+40.9% |
| Admin fee / account holder | $33,355 | $16,786+98.7% | $14,329+132.8% | $12,624+164.2% |