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 | $773,322 | $172,111+349.3% | $150,298+414.5% | $137,256+463.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 6.25% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $26,719 | $4,636+476.3% | $4,154+543.2% | $4,156+542.9% |
| Participant deferral / active EE | $9,010 | $6,166+46.1% | $5,453+65.2% | $6,407+40.6% |
| Admin fee / account holder | $22,605 | $16,471+37.2% | $14,116+60.1% | $12,270+84.2% |