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 | $535,561 | $150,440+256.0% | $136,294+292.9% | $147,584+262.9% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 8.21% | 1049.08%-1040.9pp | 5155.94%-5147.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $12,357 | $5,256+135.1% | $4,695+163.2% | $4,876+153.4% |
| Participant deferral / active EE | $12,339 | $6,630+86.1% | $6,247+97.5% | $5,439+126.9% |
| Admin fee / account holder | $14,995 | $10,905+37.5% | $9,243+62.2% | $10,885+37.8% |