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 6-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 | $691,791 | $148,534+365.7% | $135,903+409.0% | $139,434+396.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.97% | 79.19%-75.2pp | 68.23%-64.3pp | 372.94%-369.0pp |
| Employer contribution / active EE | $4,987 | $5,243-4.9% | $4,856+2.7% | $4,751+5.0% |
| Participant deferral / active EE | $9,610 | $8,100+18.6% | $7,758+23.9% | $6,710+43.2% |
| Admin fee / account holder | $27,428 | $12,400+121.2% | $10,762+154.9% | $11,403+140.5% |