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 | $575,827 | $177,572+224.3% | $154,803+272.0% | $142,382+304.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 3.94% | 65.07%-61.1pp | 58.88%-54.9pp | 217.08%-213.1pp |
| Employer contribution / active EE | $15,616 | $4,810+224.6% | $4,305+262.7% | $4,299+263.2% |
| Participant deferral / active EE | $6,002 | $6,272-4.3% | $5,540+8.3% | $6,507-7.8% |
| Admin fee / account holder | $10,764 | $16,786-35.9% | $14,329-24.9% | $12,624-14.7% |