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 | $735,515 | $227,553+223.2% | $189,557+288.0% | $167,490+339.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.38% | 78.40%-73.0pp | 64.17%-58.8pp | 478.56%-473.2pp |
| Employer contribution / active EE | $35,614 | $5,316+569.9% | $4,412+707.1% | $4,837+636.2% |
| Participant deferral / active EE | $17,350 | $7,002+147.8% | $6,174+181.0% | $6,341+173.6% |
| Admin fee / account holder | $26,721 | $11,878+125.0% | $9,807+172.5% | $12,309+117.1% |