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 | $547,365 | $217,402+151.8% | $185,823+194.6% | $167,490+226.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.97% | 148.36%-143.4pp | 122.05%-117.1pp | 478.56%-473.6pp |
| Employer contribution / active EE | $4,295 | $5,873-26.9% | $5,167-16.9% | $4,837-11.2% |
| Participant deferral / active EE | $10,350 | $6,356+62.8% | $5,568+85.9% | $6,341+63.2% |
| Admin fee / account holder | $30,855 | $19,811+55.7% | $16,237+90.0% | $12,309+150.7% |