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 | $435,704 | $209,411+108.1% | $178,490+144.1% | $158,922+174.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.02% | 188.75%-186.7pp | 151.07%-149.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $21,421 | $5,706+275.4% | $5,011+327.5% | $4,761+349.9% |
| Participant deferral / active EE | $13,567 | $5,954+127.8% | $5,202+160.8% | $5,982+126.8% |
| Admin fee / account holder | $1,723 | $17,074-89.9% | $13,984-87.7% | $11,246-84.7% |