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 | $645,247 | $127,777+405.0% | $106,548+505.6% | $167,490+285.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 6.16% | 33.87%-27.7pp | 26.80%-20.6pp | 478.56%-472.4pp |
| Employer contribution / active EE | $9,221 | $3,427+169.1% | $2,819+227.1% | $4,837+90.6% |
| Participant deferral / active EE | $15,481 | $5,087+204.3% | $4,398+252.0% | $6,341+144.1% |
| Admin fee / account holder | $66,289 | $11,228+490.4% | $7,407+794.9% | $12,309+438.5% |