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 | $430,885 | $114,381+276.7% | $107,525+300.7% | $142,382+202.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.90% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,812 | $4,015-29.9% | $3,754-25.1% | $4,299-34.6% |
| Participant deferral / active EE | $6,149 | $5,564+10.5% | $5,116+20.2% | $6,507-5.5% |
| Admin fee / account holder | $163,672 | $9,860+1559.9% | $8,919+1735.2% | $12,624+1196.5% |