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 | $498,704 | $209,411+138.1% | $178,490+179.4% | $158,922+213.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.01% | 188.75%-183.7pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,796 | $5,706-51.0% | $5,011-44.2% | $4,761-41.3% |
| Participant deferral / active EE | $11,083 | $5,954+86.1% | $5,202+113.1% | $5,982+85.3% |
| Admin fee / account holder | $7,519 | $17,074-56.0% | $13,984-46.2% | $11,246-33.1% |