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 | $570,407 | $74,888+661.7% | $71,209+701.0% | $142,382+300.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 12.17% | 345.14%-333.0pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $21,506 | $2,854+653.4% | $2,721+690.4% | $4,299+400.2% |
| Participant deferral / active EE | $20,970 | $4,454+370.8% | $4,175+402.3% | $6,507+222.3% |
| Admin fee / account holder | $211,758 | $5,568+3702.9% | $5,349+3859.0% | $12,624+1577.5% |