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 | $576,113 | $89,753+541.9% | $107,525+435.8% | $84,808+579.3% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 12.20% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $9,855 | $3,113+216.5% | $3,754+162.5% | $2,631+274.6% |
| Participant deferral / active EE | $12,723 | $4,056+213.7% | $5,116+148.7% | $4,212+202.1% |
| Admin fee / account holder | $69,343 | $7,222+860.1% | $8,919+677.5% | $7,344+844.2% |