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 | $574,702 | $226,064+154.2% | $182,532+214.8% | $152,861+276.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.81% | 192.51%-187.7pp | 148.54%-143.7pp | 345.32%-340.5pp |
| Employer contribution / active EE | $4,793 | $4,978-3.7% | $4,076+17.6% | $4,762+0.6% |
| Participant deferral / active EE | $25,000 | $6,368+292.6% | $5,524+352.5% | $5,850+327.3% |
| Admin fee / account holder | $10,000 | $10,703-6.6% | $8,592+16.4% | $11,596-13.8% |