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 | $298,635 | $209,411+42.6% | $178,490+67.3% | $158,922+87.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.22% | 188.75%-182.5pp | 151.07%-144.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,981 | $5,706-47.8% | $5,011-40.5% | $4,761-37.4% |
| Participant deferral / active EE | $7,146 | $5,954+20.0% | $5,202+37.4% | $5,982+19.5% |
| Admin fee / account holder | $73,176 | $17,074+328.6% | $13,984+423.3% | $11,246+550.7% |