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 | $825,455 | $159,602+417.2% | $150,045+450.1% | $142,382+479.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 11.15% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,867 | $8,310+42.8% | $7,997+48.4% | $6,507+82.4% |
| Admin fee / account holder | $107,540 | $14,846+624.3% | $13,435+700.5% | $12,624+751.9% |