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 | $490,699 | $209,411+134.3% | $178,490+174.9% | $158,922+208.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.23% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $6,725 | $5,706+17.8% | $5,011+34.2% | $4,761+41.2% |
| Participant deferral / active EE | $10,768 | $5,954+80.8% | $5,202+107.0% | $5,982+80.0% |
| Admin fee / account holder | $2,620 | $17,074-84.7% | $13,984-81.3% | $11,246-76.7% |