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 | $551,952 | $209,411+163.6% | $178,490+209.2% | $158,922+247.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.25% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $23,726 | $5,706+315.8% | $5,011+373.5% | $4,761+398.3% |
| Participant deferral / active EE | $21,585 | $5,954+262.5% | $5,202+315.0% | $5,982+260.8% |
| Admin fee / account holder | $328,198 | $17,074+1822.2% | $13,984+2247.0% | $11,246+2818.4% |