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 | $610,562 | $98,750+518.3% | $149,696+307.9% | $79,858+664.6% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 8.76% | 27.43%-18.7pp | 276.60%-267.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $10,331 | $3,216+221.2% | $4,644+122.5% | $2,471+318.1% |
| Participant deferral / active EE | $8,936 | $5,680+57.3% | $6,842+30.6% | $3,740+138.9% |
| Admin fee / account holder | $31,447 | $6,053+419.6% | $9,309+237.8% | $5,306+492.6% |