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 | $660,479 | $209,336+215.5% | $197,124+235.1% | $137,256+381.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.80% | 48.09%-42.3pp | 44.34%-38.5pp | 220.34%-214.5pp |
| Employer contribution / active EE | $36,952 | $6,591+460.7% | $6,227+493.4% | $4,156+789.1% |
| Participant deferral / active EE | $27,720 | $9,614+188.3% | $9,135+203.5% | $6,407+332.7% |
| Admin fee / account holder | $28,688 | $17,308+65.8% | $16,298+76.0% | $12,270+133.8% |