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 | $841,085 | $148,534+466.3% | $135,903+518.9% | $139,434+503.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.03% | 79.19%-67.2pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $15,311 | $5,243+192.0% | $4,856+215.3% | $4,751+222.3% |
| Participant deferral / active EE | $12,249 | $8,100+51.2% | $7,758+57.9% | $6,710+82.5% |
| Admin fee / account holder | $519,842 | $12,400+4092.4% | $10,762+4730.3% | $11,403+4459.0% |