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 | $617,896 | $214,378+188.2% | $200,582+208.1% | $142,382+334.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.41% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $29,379 | $6,841+329.4% | $6,419+357.7% | $4,299+583.4% |
| Participant deferral / active EE | $9,767 | $9,865-1.0% | $9,331+4.7% | $6,507+50.1% |
| Admin fee / account holder | $491 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |