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 | $503,048 | $159,602+215.2% | $150,045+235.3% | $142,382+253.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.72% | 70.24%-63.5pp | 62.55%-55.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $18,353 | $4,961+270.0% | $4,693+291.1% | $4,299+326.9% |
| Participant deferral / active EE | $10,480 | $8,310+26.1% | $7,997+31.1% | $6,507+61.1% |
| Admin fee / account holder | $4,175 | $14,846-71.9% | $13,435-68.9% | $12,624-66.9% |