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 | $717,906 | $198,466+261.7% | $170,442+321.2% | $147,584+386.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.85% | 257.29%-250.4pp | 205.93%-199.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $2,569 | $6,184-58.5% | $5,433-52.7% | $4,876-47.3% |
| Participant deferral / active EE | $9,302 | $5,629+65.2% | $4,939+88.3% | $5,439+71.0% |
| Admin fee / account holder | $9,111 | $16,852-45.9% | $13,880-34.4% | $10,885-16.3% |