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 | $500,409 | $183,963+172.0% | $162,163+208.6% | $152,861+227.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.28% | 150.76%-141.5pp | 115.59%-106.3pp | 345.32%-336.0pp |
| Employer contribution / active EE | $4,243 | $6,371-33.4% | $5,614-24.4% | $4,762-10.9% |
| Participant deferral / active EE | $8,345 | $8,034+3.9% | $7,298+14.4% | $5,850+42.7% |
| Admin fee / account holder | $2,408 | $13,121-81.6% | $10,843-77.8% | $11,596-79.2% |