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 | $531,003 | $115,770+358.7% | $101,248+424.5% | $158,922+234.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 7.16% | 56.14%-49.0pp | 46.47%-39.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $9,210 | $4,175+120.6% | $3,660+151.7% | $4,761+93.4% |
| Participant deferral / active EE | $8,625 | $4,957+74.0% | $4,370+97.4% | $5,982+44.2% |
| Admin fee / account holder | $4,693 | $7,245-35.2% | $5,945-21.1% | $11,246-58.3% |