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 | $840,841 | $183,963+357.1% | $162,163+418.5% | $152,861+450.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.03% | 150.76%-140.7pp | 115.59%-105.6pp | 345.32%-335.3pp |
| Employer contribution / active EE | $4,250 | $6,371-33.3% | $5,614-24.3% | $4,762-10.8% |
| Participant deferral / active EE | $3,209 | $8,034-60.1% | $7,298-56.0% | $5,850-45.1% |
| Admin fee / account holder | $42,602 | $13,121+224.7% | $10,843+292.9% | $11,596+267.4% |