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 | $255,173 | $88,672+187.8% | $105,223+142.5% | $82,448+209.5% |
| Participation rate | 91.3% | 67.9%+23.4pp | 75.0%+16.3pp | 68.1%+23.2pp |
| Annual return | 10.22% | 30.86%-20.6pp | 180.65%-170.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $19,059 | $3,048+525.3% | $3,689+416.7% | $2,551+647.1% |
| Participant deferral / active EE | $6,955 | $4,036+72.3% | $5,072+37.1% | $4,139+68.0% |
| Admin fee / account holder | $63,564 | $7,146+789.5% | $8,859+617.5% | $7,234+778.6% |