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 5-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 | $807,314 | $148,534+443.5% | $135,903+494.0% | $139,434+479.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.95% | 79.19%-67.2pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $12,279 | $5,243+134.2% | $4,856+152.9% | $4,751+158.5% |
| Participant deferral / active EE | $18,000 | $8,100+122.2% | $7,758+132.0% | $6,710+168.2% |
| Admin fee / account holder | $3,621 | $12,400-70.8% | $10,762-66.4% | $11,403-68.2% |