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 | $477,941 | $159,901+198.9% | $146,958+225.2% | $145,922+227.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 4.92% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.4pp |
| Employer contribution / active EE | $3,004 | $5,286-43.2% | $4,933-39.1% | $4,660-35.5% |
| Participant deferral / active EE | $6,714 | $8,428-20.3% | $8,070-16.8% | $6,688+0.4% |
| Admin fee / account holder | $15,303 | $15,044+1.7% | $12,998+17.7% | $13,397+14.2% |