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 | $923,105 | $209,411+340.8% | $178,490+417.2% | $158,922+480.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.31% | 188.75%-186.4pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $9,981 | $5,706+74.9% | $5,011+99.2% | $4,761+109.6% |
| Participant deferral / active EE | $5,200 | $5,954-12.7% | $5,2020% | $5,982-13.1% |
| Admin fee / account holder | $4,759 | $17,074-72.1% | $13,984-66.0% | $11,246-57.7% |