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 | $675,848 | $178,174+279.3% | $156,181+332.7% | $137,256+392.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 9.14% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $16,741 | $4,972+236.7% | $4,294+289.9% | $4,156+302.8% |
| Participant deferral / active EE | $3,672 | $6,888-46.7% | $6,132-40.1% | $6,407-42.7% |
| Admin fee / account holder | $105,415 | $17,404+505.7% | $14,586+622.7% | $12,270+759.1% |