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 | $540,391 | $124,319+334.7% | $111,297+385.5% | $167,490+222.6% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 7.73% | 37.44%-29.7pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $12,752 | $3,435+271.2% | $2,731+366.9% | $4,837+163.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,276 | $10,618-78.6% | $7,964-71.4% | $12,309-81.5% |