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 | $490,780 | $91,552+436.1% | $133,956+266.4% | $79,858+514.6% |
| Participation rate | 96.4% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 6.73% | 61.85%-55.1pp | 45.09%-38.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $21,783 | $2,384+813.9% | $3,919+455.9% | $2,471+781.6% |
| Participant deferral / active EE | $10,590 | $3,733+183.7% | $5,048+109.8% | $3,740+183.2% |
| Admin fee / account holder | $88,213 | $6,321+1295.6% | $8,927+888.1% | $5,306+1562.4% |