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 | $501,212 | $73,787+579.3% | $98,716+407.7% | $82,448+507.9% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 8.77% | 18.57%-9.8pp | 31.81%-23.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $25,385 | $1,511+1579.8% | $2,279+1014.1% | $2,551+895.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,592 | $6,500+16.8% | $8,703-12.8% | $7,234+4.9% |