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 | $610,923 | $98,750+518.7% | $149,696+308.1% | $79,858+665.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 8.19% | 27.43%-19.2pp | 276.60%-268.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $10,582 | $3,216+229.0% | $4,644+127.8% | $2,471+328.3% |
| Participant deferral / active EE | $10,187 | $5,680+79.3% | $6,842+48.9% | $3,740+172.4% |
| Admin fee / account holder | $53,941 | $6,053+791.2% | $9,309+479.5% | $5,306+916.6% |