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 | $692,666 | $183,519+277.4% | $155,509+345.4% | $145,922+374.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.83% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.5pp |
| Employer contribution / active EE | $46,354 | $5,313+772.5% | $4,672+892.1% | $4,660+894.8% |
| Participant deferral / active EE | $25,417 | $6,462+293.3% | $5,626+351.8% | $6,688+280.1% |
| Admin fee / account holder | $9,389 | $19,313-51.4% | $15,912-41.0% | $13,397-29.9% |