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 | $634,585 | $209,832+202.4% | $189,513+234.9% | $167,490+278.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.58% | 748.27%-743.7pp | 555.15%-550.6pp | 478.56%-474.0pp |
| Employer contribution / active EE | $9,111 | $6,914+31.8% | $6,162+47.9% | $4,837+88.3% |
| Participant deferral / active EE | $6,222 | $8,935-30.4% | $8,221-24.3% | $6,341-1.9% |
| Admin fee / account holder | $1,723 | $14,293-87.9% | $12,045-85.7% | $12,309-86.0% |