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 | $599,253 | $176,056+240.4% | $159,436+275.9% | $167,490+257.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.45% | 331.75%-325.3pp | 263.57%-257.1pp | 478.56%-472.1pp |
| Employer contribution / active EE | $8,538 | $5,297+61.2% | $4,829+76.8% | $4,837+76.5% |
| Participant deferral / active EE | $9,480 | $7,750+22.3% | $7,352+28.9% | $6,341+49.5% |
| Admin fee / account holder | $24,340 | $12,554+93.9% | $10,799+125.4% | $12,309+97.7% |