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 | $553,624 | $175,202+216.0% | $149,673+269.9% | $139,434+297.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.30% | 166.71%-163.4pp | 134.42%-131.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $5,212 | $5,474-4.8% | $4,818+8.2% | $4,751+9.7% |
| Participant deferral / active EE | $13,400 | $6,519+105.6% | $5,680+135.9% | $6,710+99.7% |
| Admin fee / account holder | $30,332 | $16,150+87.8% | $13,210+129.6% | $11,403+166.0% |