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 | $617,068 | $154,228+300.1% | $145,433+324.3% | $137,256+349.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.76% | 74.59%-68.8pp | 66.58%-60.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $17,901 | $4,804+272.6% | $4,554+293.0% | $4,156+330.7% |
| Participant deferral / active EE | $11,120 | $8,216+35.3% | $7,897+40.8% | $6,407+73.6% |
| Admin fee / account holder | $19,288 | $14,344+34.5% | $13,129+46.9% | $12,270+57.2% |