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 | $909,587 | $209,411+334.4% | $178,490+409.6% | $158,922+472.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.68% | 188.75%-184.1pp | 151.07%-146.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $6,189 | $5,706+8.5% | $5,011+23.5% | $4,761+30.0% |
| Participant deferral / active EE | $3,581 | $5,954-39.9% | $5,202-31.2% | $5,982-40.1% |
| Admin fee / account holder | $6,221 | $17,074-63.6% | $13,984-55.5% | $11,246-44.7% |