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 | $890,767 | $175,202+408.4% | $149,673+495.1% | $139,434+538.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.16% | 166.71%-156.5pp | 134.42%-124.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $5,600 | $5,474+2.3% | $4,818+16.2% | $4,751+17.9% |
| Participant deferral / active EE | $8,346 | $6,519+28.0% | $5,680+46.9% | $6,710+24.4% |
| Admin fee / account holder | $111,217 | $16,150+588.6% | $13,210+741.9% | $11,403+875.4% |