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 | $487,818 | $209,411+132.9% | $178,490+173.3% | $158,922+207.0% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 4.18% | 188.75%-184.6pp | 151.07%-146.9pp | 302.83%-298.6pp |
| Employer contribution / active EE | $33,026 | $5,706+478.7% | $5,011+559.1% | $4,761+593.6% |
| Participant deferral / active EE | $19,716 | $5,954+231.1% | $5,202+279.0% | $5,982+229.6% |
| Admin fee / account holder | $233,949 | $17,074+1270.2% | $13,984+1573.0% | $11,246+1980.3% |