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 | $491,773 | $209,411+134.8% | $178,490+175.5% | $158,922+209.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.34% | 188.75%-186.4pp | 151.07%-148.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $10,718 | $5,706+87.8% | $5,011+113.9% | $4,761+125.1% |
| Participant deferral / active EE | $10,862 | $5,954+82.4% | $5,202+108.8% | $5,982+81.6% |
| Admin fee / account holder | $71,888 | $17,074+321.0% | $13,984+414.1% | $11,246+539.3% |