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 | $389,494 | $177,572+119.3% | $154,803+151.6% | $142,382+173.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.39% | 65.07%-58.7pp | 58.88%-52.5pp | 217.08%-210.7pp |
| Employer contribution / active EE | $11,755 | $4,810+144.4% | $4,305+173.0% | $4,299+173.4% |
| Participant deferral / active EE | $6,773 | $6,272+8.0% | $5,540+22.2% | $6,507+4.1% |
| Admin fee / account holder | $75,190 | $16,786+347.9% | $14,329+424.7% | $12,624+495.6% |