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 | $426,978 | $150,440+183.8% | $136,294+213.3% | $147,584+189.3% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 10.05% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $15,365 | $5,256+192.3% | $4,695+227.2% | $4,876+215.1% |
| Participant deferral / active EE | $8,796 | $6,630+32.7% | $6,247+40.8% | $5,439+61.7% |
| Admin fee / account holder | $82,481 | $10,905+656.3% | $9,243+792.3% | $10,885+657.7% |