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 | $627,096 | $101,618+517.1% | $93,063+573.8% | $137,256+356.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.77% | 223.95%-216.2pp | 34.15%-26.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,911 | $2,707-29.4% | $2,476-22.8% | $4,156-54.0% |
| Participant deferral / active EE | $11,240 | $4,279+162.7% | $3,958+184.0% | $6,407+75.4% |
| Admin fee / account holder | $56,779 | $6,198+816.0% | $6,033+841.1% | $12,270+362.7% |