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 | $970,284 | $209,336+363.5% | $197,124+392.2% | $137,256+606.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.88% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $25,898 | $6,591+292.9% | $6,227+315.9% | $4,156+523.1% |
| Participant deferral / active EE | $19,579 | $9,614+103.6% | $9,135+114.3% | $6,407+205.6% |
| Admin fee / account holder | $21,188 | $17,308+22.4% | $16,298+30.0% | $12,270+72.7% |