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 | $796,310 | $209,336+280.4% | $197,124+304.0% | $137,256+480.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.72% | 48.09%-39.4pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $18,327 | $6,591+178.1% | $6,227+194.3% | $4,156+341.0% |
| Participant deferral / active EE | $12,397 | $9,614+28.9% | $9,135+35.7% | $6,407+93.5% |
| Admin fee / account holder | $610 | $17,308-96.5% | $16,298-96.3% | $12,270-95.0% |