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 | $675,868 | $77,899+767.6% | $149,673+351.6% | $75,163+799.2% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 12.57% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $20,082 | $3,137+540.1% | $4,818+316.8% | $2,670+652.2% |
| Participant deferral / active EE | $13,063 | $3,411+283.0% | $5,680+130.0% | $4,125+216.7% |
| Admin fee / account holder | $3,726 | $5,956-37.4% | $13,210-71.8% | $5,651-34.1% |