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 | $454,100 | $209,411+116.8% | $178,490+154.4% | $158,922+185.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.51% | 188.75%-184.2pp | 151.07%-146.6pp | 302.83%-298.3pp |
| Employer contribution / active EE | $10,241 | $5,706+79.5% | $5,011+104.4% | $4,761+115.1% |
| Participant deferral / active EE | $10,574 | $5,954+77.6% | $5,202+103.3% | $5,982+76.8% |
| Admin fee / account holder | $1,134 | $17,074-93.4% | $13,984-91.9% | $11,246-89.9% |