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 | $494,801 | $176,812+179.8% | $146,665+237.4% | $167,490+195.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.02% | 24.03%-19.0pp | 22.74%-17.7pp | 478.56%-473.5pp |
| Employer contribution / active EE | $32,073 | $5,160+521.6% | $4,136+675.4% | $4,837+563.0% |
| Participant deferral / active EE | $15,760 | $6,440+144.7% | $5,506+186.2% | $6,341+148.5% |
| Admin fee / account holder | $3,835 | $13,259-71.1% | $10,280-62.7% | $12,309-68.8% |