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 | $459,856 | $114,381+302.0% | $107,525+327.7% | $142,382+223.0% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 9.93% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $21,747 | $4,015+441.7% | $3,754+479.4% | $4,299+405.8% |
| Participant deferral / active EE | $5,805 | $5,564+4.3% | $5,116+13.5% | $6,507-10.8% |
| Admin fee / account holder | $34,260 | $9,860+247.5% | $8,919+284.1% | $12,624+171.4% |