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 | $580,709 | $89,355+549.9% | $141,162+311.4% | $72,985+695.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 18.28% | 111.85%-93.6pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $14,501 | $3,114+365.6% | $4,735+206.3% | $2,440+494.3% |
| Participant deferral / active EE | $10,696 | $5,418+97.4% | $6,709+59.4% | $3,607+196.5% |
| Admin fee / account holder | $35,568 | $5,958+497.0% | $10,261+246.6% | $5,124+594.1% |