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 | $757,725 | $159,602+374.8% | $150,045+405.0% | $142,382+432.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 10.60% | 70.24%-59.6pp | 62.55%-52.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $16,485 | $4,961+232.3% | $4,693+251.3% | $4,299+283.4% |
| Participant deferral / active EE | $8,364 | $8,310+0.6% | $7,997+4.6% | $6,507+28.5% |
| Admin fee / account holder | $3,019 | $14,846-79.7% | $13,435-77.5% | $12,624-76.1% |