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 | $472,711 | $150,440+214.2% | $136,294+246.8% | $147,584+220.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 7.22% | 1049.08%-1041.9pp | 5155.94%-5148.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $9,704 | $5,256+84.6% | $4,695+106.7% | $4,876+99.0% |
| Participant deferral / active EE | $9,703 | $6,630+46.3% | $6,247+55.3% | $5,439+78.4% |
| Admin fee / account holder | $19,091 | $10,905+75.1% | $9,243+106.5% | $10,885+75.4% |