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 | $429,535 | $148,534+189.2% | $135,903+216.1% | $139,434+208.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.95% | 79.19%-68.2pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $7,799 | $5,243+48.8% | $4,856+60.6% | $4,751+64.2% |
| Participant deferral / active EE | $14,974 | $8,100+84.9% | $7,758+93.0% | $6,710+123.2% |
| Admin fee / account holder | $48,684 | $12,400+292.6% | $10,762+352.4% | $11,403+327.0% |