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 | $440,376 | $150,440+192.7% | $136,294+223.1% | $147,584+198.4% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 6.33% | 1049.08%-1042.8pp | 5155.94%-5149.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $13,639 | $5,256+159.5% | $4,695+190.5% | $4,876+179.7% |
| Participant deferral / active EE | $6,457 | $6,630-2.6% | $6,247+3.4% | $5,439+18.7% |
| Admin fee / account holder | $443,791 | $10,905+3969.5% | $9,243+4701.2% | $10,885+3977.0% |