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 | $583,579 | $176,056+231.5% | $159,436+266.0% | $167,490+248.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 6.05% | 331.75%-325.7pp | 263.57%-257.5pp | 478.56%-472.5pp |
| Employer contribution / active EE | $4,080 | $5,297-23.0% | $4,829-15.5% | $4,837-15.7% |
| Participant deferral / active EE | $10,080 | $7,750+30.1% | $7,352+37.1% | $6,341+59.0% |
| Admin fee / account holder | $563,096 | $12,554+4385.4% | $10,799+5114.6% | $12,309+4474.7% |