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 | $716,039 | $95,416+650.4% | $185,823+285.3% | $85,850+734.1% |
| Participation rate | 97.4% | 68.8%+28.7pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | 10.50% | 23.59%-13.1pp | 122.05%-111.6pp | 318.53%-308.0pp |
| Employer contribution / active EE | $28,517 | $3,314+760.6% | $5,167+451.9% | $2,565+1011.7% |
| Participant deferral / active EE | $14,262 | $3,423+316.6% | $5,568+156.1% | $3,952+260.9% |
| Admin fee / account holder | $13,663 | $7,213+89.4% | $16,237-15.9% | $6,260+118.3% |