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 | $485,671 | $115,770+319.5% | $101,248+379.7% | $158,922+205.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.29% | 56.14%-48.8pp | 46.47%-39.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $17,155 | $4,175+310.9% | $3,660+368.8% | $4,761+260.3% |
| Participant deferral / active EE | $5,985 | $4,957+20.7% | $4,370+36.9% | $5,9820% |
| Admin fee / account holder | $3,663 | $7,245-49.4% | $5,945-38.4% | $11,246-67.4% |