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 | $792,076 | $158,398+400.1% | $126,539+526.0% | $142,382+456.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 1.74% | 593.76%-592.0pp | 425.95%-424.2pp | 217.08%-215.3pp |
| Employer contribution / active EE | $16,469 | $4,650+254.2% | $3,674+348.3% | $4,299+283.1% |
| Participant deferral / active EE | $4,952 | $4,767+3.9% | $4,083+21.3% | $6,507-23.9% |
| Admin fee / account holder | $21,104 | $6,918+205.1% | $6,065+248.0% | $12,624+67.2% |