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 | $463,504 | $104,974+341.5% | $95,585+384.9% | $142,382+225.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.34% | 210.33%-201.0pp | 38.56%-29.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $16,159 | $2,779+481.5% | $2,527+539.6% | $4,299+275.9% |
| Participant deferral / active EE | $11,933 | $4,352+174.2% | $4,023+196.6% | $6,507+83.4% |
| Admin fee / account holder | $1,769 | $6,386-72.3% | $6,127-71.1% | $12,624-86.0% |