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 | $547,963 | $183,519+198.6% | $155,509+252.4% | $145,922+275.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.10% | 61.17%-53.1pp | 64.67%-56.6pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,989 | $5,313-43.7% | $4,672-36.0% | $4,660-35.9% |
| Participant deferral / active EE | $11,175 | $6,462+72.9% | $5,626+98.6% | $6,688+67.1% |
| Admin fee / account holder | $23,072 | $19,313+19.5% | $15,912+45.0% | $13,397+72.2% |