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 | $485,781 | $150,440+222.9% | $136,294+256.4% | $147,584+229.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.76% | 1049.08%-1040.3pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $11,683 | $5,256+122.3% | $4,695+148.8% | $4,876+139.6% |
| Participant deferral / active EE | $6,531 | $6,630-1.5% | $6,247+4.5% | $5,439+20.1% |
| Admin fee / account holder | $2,179 | $10,905-80.0% | $9,243-76.4% | $10,885-80.0% |