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 | $620,620 | $165,335+275.4% | $149,696+314.6% | $158,922+290.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.62% | 348.15%-341.5pp | 276.60%-270.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $5,792 | $5,103+13.5% | $4,644+24.7% | $4,761+21.7% |
| Participant deferral / active EE | $6,463 | $7,181-10.0% | $6,842-5.5% | $5,982+8.0% |
| Admin fee / account holder | $21,122 | $10,807+95.5% | $9,309+126.9% | $11,246+87.8% |