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 | $406,549 | $148,534+173.7% | $135,903+199.1% | $139,434+191.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.23% | 79.19%-68.0pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $24,354 | $5,243+364.5% | $4,856+401.5% | $4,751+412.6% |
| Participant deferral / active EE | $27,197 | $8,100+235.8% | $7,758+250.6% | $6,710+305.3% |
| Admin fee / account holder | $12,801 | $12,400+3.2% | $10,762+18.9% | $11,403+12.3% |