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 | $522,268 | $175,202+198.1% | $149,673+248.9% | $139,434+274.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.27% | 166.71%-163.4pp | 134.42%-131.2pp | 372.94%-369.7pp |
| Employer contribution / active EE | $14,660 | $5,474+167.8% | $4,818+204.3% | $4,751+208.6% |
| Participant deferral / active EE | $8,016 | $6,519+23.0% | $5,680+41.1% | $6,710+19.5% |
| Admin fee / account holder | $12,920 | $16,150-20.0% | $13,210-2.2% | $11,403+13.3% |