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 | $459,046 | $114,381+301.3% | $107,525+326.9% | $142,382+222.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.74% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $15,751 | $4,015+292.3% | $3,754+319.6% | $4,299+266.4% |
| Participant deferral / active EE | $10,630 | $5,564+91.1% | $5,116+107.8% | $6,507+63.4% |
| Admin fee / account holder | $40,205 | $9,860+307.8% | $8,919+350.8% | $12,624+218.5% |