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 | $571,773 | $72,012+694.0% | $185,823+207.7% | $79,858+616.0% |
| Participation rate | 92.9% | 65.8%+27.1pp | 78.0%+14.8pp | 69.6%+23.2pp |
| Annual return | 9.37% | 23.12%-13.7pp | 35.95%-26.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $6,552 | $1,965+233.5% | $4,087+60.3% | $2,471+165.2% |
| Participant deferral / active EE | $12,001 | $3,779+217.6% | $5,632+113.1% | $3,740+220.9% |
| Admin fee / account holder | $10,478 | $4,513+132.2% | $9,500+10.3% | $5,306+97.5% |