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 | $433,394 | $154,228+181.0% | $145,433+198.0% | $137,256+215.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.99% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $6,793 | $4,804+41.4% | $4,554+49.1% | $4,156+63.4% |
| Participant deferral / active EE | $3,000 | $8,216-63.5% | $7,897-62.0% | $6,407-53.2% |
| Admin fee / account holder | $42,555 | $14,344+196.7% | $13,129+224.1% | $12,270+246.8% |