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 | $531,366 | $148,534+257.7% | $135,903+291.0% | $139,434+281.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.17% | 79.19%-73.0pp | 68.23%-62.1pp | 372.94%-366.8pp |
| Employer contribution / active EE | $11,080 | $5,243+111.3% | $4,856+128.2% | $4,751+133.2% |
| Participant deferral / active EE | $14,716 | $8,100+81.7% | $7,758+89.7% | $6,710+119.3% |
| Admin fee / account holder | $26,334 | $12,400+112.4% | $10,762+144.7% | $11,403+130.9% |