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 | $646,751 | $154,228+319.3% | $145,433+344.7% | $137,256+371.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.35% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,531 | $4,804+15.1% | $4,554+21.4% | $4,156+33.1% |
| Participant deferral / active EE | $28,611 | $8,216+248.2% | $7,897+262.3% | $6,407+346.6% |
| Admin fee / account holder | $14,887 | $14,344+3.8% | $13,129+13.4% | $12,270+21.3% |