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 | $853,556 | $114,381+646.2% | $107,525+693.8% | $142,382+499.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.46% | 242.71%-235.2pp | 181.32%-173.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $18,911 | $4,015+371.0% | $3,754+403.8% | $4,299+339.9% |
| Participant deferral / active EE | $9,865 | $5,564+77.3% | $5,116+92.8% | $6,507+51.6% |
| Admin fee / account holder | $2,178 | $9,860-77.9% | $8,919-75.6% | $12,624-82.7% |