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 | $582,565 | $177,572+228.1% | $154,803+276.3% | $142,382+309.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.53% | 65.07%-54.5pp | 58.88%-48.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,139 | $4,810-76.3% | $4,305-73.6% | $4,299-73.5% |
| Participant deferral / active EE | $1,929 | $6,272-69.2% | $5,540-65.2% | $6,507-70.4% |
| Admin fee / account holder | $17,564 | $16,786+4.6% | $14,329+22.6% | $12,624+39.1% |