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 | $802,376 | $198,466+304.3% | $170,442+370.8% | $147,584+443.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.39% | 257.29%-249.9pp | 205.93%-198.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $8,750 | $6,184+41.5% | $5,433+61.1% | $4,876+79.4% |
| Participant deferral / active EE | $16,425 | $5,629+191.8% | $4,939+232.5% | $5,439+202.0% |
| Admin fee / account holder | $18,529 | $16,852+10.0% | $13,880+33.5% | $10,885+70.2% |