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 | $638,006 | $97,125+556.9% | $86,233+639.9% | $137,256+364.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 9.11% | 74.19%-65.1pp | 61.39%-52.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $5,180 | $2,841+82.3% | $2,504+106.8% | $4,156+24.6% |
| Participant deferral / active EE | $12,996 | $5,180+150.9% | $4,559+185.1% | $6,407+102.8% |
| Admin fee / account holder | $38,645 | $9,725+297.4% | $8,342+363.2% | $12,270+214.9% |