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 | $710,616 | $95,416+644.8% | $185,823+282.4% | $85,850+727.7% |
| Participation rate | 86.0% | 68.8%+17.3pp | 81.7%+4.3pp | 69.3%+16.7pp |
| Annual return | 11.04% | 23.59%-12.5pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $24,139 | $3,314+628.5% | $5,167+367.1% | $2,565+841.1% |
| Participant deferral / active EE | $16,732 | $3,423+388.8% | $5,568+200.5% | $3,952+323.4% |
| Admin fee / account holder | $23,741 | $7,213+229.2% | $16,237+46.2% | $6,260+279.3% |