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 | $691,044 | $148,534+365.2% | $135,903+408.5% | $139,434+395.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.97% | 79.19%-67.2pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $6,304 | $5,243+20.2% | $4,856+29.8% | $4,751+32.7% |
| Participant deferral / active EE | $7,180 | $8,100-11.4% | $7,758-7.4% | $6,710+7.0% |
| Admin fee / account holder | $50,419 | $12,400+306.6% | $10,762+368.5% | $11,403+342.2% |