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 | $570,702 | $210,648+170.9% | $177,989+220.6% | $145,922+291.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 5.29% | 385.86%-380.6pp | 294.48%-289.2pp | 561.29%-556.0pp |
| Employer contribution / active EE | $17,125 | $4,565+275.2% | $3,949+333.7% | $4,660+267.5% |
| Participant deferral / active EE | $14,697 | $6,958+111.2% | $6,276+134.2% | $6,688+119.8% |
| Admin fee / account holder | $25,412 | $12,013+111.5% | $10,363+145.2% | $13,397+89.7% |