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 | $638,559 | $148,534+329.9% | $135,903+369.9% | $139,434+358.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.62% | 79.19%-72.6pp | 68.23%-61.6pp | 372.94%-366.3pp |
| Employer contribution / active EE | $47,951 | $5,243+814.6% | $4,856+887.4% | $4,751+909.3% |
| Participant deferral / active EE | $19,500 | $8,100+140.7% | $7,758+151.4% | $6,710+190.6% |
| Admin fee / account holder | $32,575 | $12,400+162.7% | $10,762+202.7% | $11,403+185.7% |