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 | $587,010 | $85,202+589.0% | $172,739+239.8% | $72,985+704.3% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 10.34% | 27.32%-17.0pp | 802.84%-792.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $25,132 | $3,324+656.0% | $5,143+388.7% | $2,440+930.1% |
| Participant deferral / active EE | $19,099 | $3,260+485.8% | $5,198+267.5% | $3,607+429.4% |
| Admin fee / account holder | $81,267 | $5,884+1281.2% | $13,954+482.4% | $5,124+1485.9% |