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 | $586,632 | $114,381+412.9% | $107,525+445.6% | $142,382+312.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.48% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $6,144 | $4,015+53.0% | $3,754+63.7% | $4,299+42.9% |
| Participant deferral / active EE | $6,545 | $5,564+17.6% | $5,116+27.9% | $6,507+0.6% |
| Admin fee / account holder | $28,811 | $9,860+192.2% | $8,919+223.0% | $12,624+128.2% |