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 | $582,971 | $148,534+292.5% | $135,903+329.0% | $139,434+318.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.96% | 79.19%-75.2pp | 68.23%-64.3pp | 372.94%-369.0pp |
| Employer contribution / active EE | $18,778 | $5,243+258.1% | $4,856+286.7% | $4,751+295.3% |
| Participant deferral / active EE | $16,597 | $8,100+104.9% | $7,758+113.9% | $6,710+147.3% |
| Admin fee / account holder | $449 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |