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 | $678,847 | $176,056+285.6% | $159,436+325.8% | $167,490+305.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.09% | 331.75%-325.7pp | 263.57%-257.5pp | 478.56%-472.5pp |
| Employer contribution / active EE | $5,611 | $5,297+5.9% | $4,829+16.2% | $4,837+16.0% |
| Participant deferral / active EE | $13,989 | $7,750+80.5% | $7,352+90.3% | $6,341+120.6% |
| Admin fee / account holder | $5,347 | $12,554-57.4% | $10,799-50.5% | $12,309-56.6% |