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 | $735,555 | $114,381+543.1% | $107,525+584.1% | $142,382+416.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 6.83% | 242.71%-235.9pp | 181.32%-174.5pp | 217.08%-210.2pp |
| Employer contribution / active EE | $20,264 | $4,015+404.8% | $3,754+439.9% | $4,299+371.4% |
| Participant deferral / active EE | $3,565 | $5,564-35.9% | $5,116-30.3% | $6,507-45.2% |
| Admin fee / account holder | $912,633 | $9,860+9155.8% | $8,919+10132.8% | $12,624+7129.5% |