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 | $682,614 | $89,355+663.9% | $141,162+383.6% | $72,985+835.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.21% | 111.85%-96.6pp | 71.39%-56.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $16,594 | $3,114+432.8% | $4,735+250.5% | $2,440+580.1% |
| Participant deferral / active EE | $17,954 | $5,418+231.4% | $6,709+167.6% | $3,607+397.7% |
| Admin fee / account holder | $45,588 | $5,958+665.1% | $10,261+344.3% | $5,124+789.6% |