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 | $573,265 | $176,056+225.6% | $159,436+259.6% | $167,490+242.3% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 9.18% | 331.75%-322.6pp | 263.57%-254.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $9,311 | $5,297+75.8% | $4,829+92.8% | $4,837+92.5% |
| Participant deferral / active EE | $6,478 | $7,750-16.4% | $7,352-11.9% | $6,341+2.2% |
| Admin fee / account holder | $11,383 | $12,554-9.3% | $10,799+5.4% | $12,309-7.5% |