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 | $463,280 | $177,572+160.9% | $154,803+199.3% | $142,382+225.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 1.12% | 65.07%-64.0pp | 58.88%-57.8pp | 217.08%-216.0pp |
| Employer contribution / active EE | $18,582 | $4,810+286.3% | $4,305+331.6% | $4,299+332.2% |
| Participant deferral / active EE | $14,264 | $6,272+127.4% | $5,540+157.4% | $6,507+119.2% |
| Admin fee / account holder | $70,397 | $16,786+319.4% | $14,329+391.3% | $12,624+457.7% |