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 | $771,400 | $95,416+708.5% | $185,823+315.1% | $85,850+798.5% |
| Participation rate | 95.7% | 68.8%+27.0pp | 81.7%+14.0pp | 69.3%+26.4pp |
| Annual return | 10.10% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.4pp |
| Employer contribution / active EE | $48,558 | $3,314+1365.4% | $5,167+839.7% | $2,565+1793.0% |
| Participant deferral / active EE | $17,035 | $3,423+397.6% | $5,568+206.0% | $3,952+331.1% |
| Admin fee / account holder | $13,278 | $7,213+84.1% | $16,237-18.2% | $6,260+112.1% |