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 9-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 | $542,452 | $157,256+244.9% | $141,162+284.3% | $152,861+254.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 14.15% | 64.32%-50.2pp | 71.39%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $13,889 | $5,261+164.0% | $4,735+193.3% | $4,762+191.6% |
| Participant deferral / active EE | $14,190 | $7,109+99.6% | $6,709+111.5% | $5,850+142.6% |
| Admin fee / account holder | $4,366 | $12,120-64.0% | $10,261-57.5% | $11,596-62.4% |