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 | $751,004 | $123,793+506.7% | $177,821+322.3% | $79,858+840.4% |
| Participation rate | 97.4% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 6.80% | 22.82%-16.0pp | 48.32%-41.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $22,918 | $4,095+459.6% | $5,918+287.2% | $2,471+827.5% |
| Participant deferral / active EE | $9,561 | $5,956+60.5% | $7,714+23.9% | $3,740+155.6% |
| Admin fee / account holder | $75,151 | $7,243+937.6% | $12,427+504.7% | $5,306+1316.3% |