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 | $446,787 | $114,381+290.6% | $107,525+315.5% | $142,382+213.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.60% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $7,270 | $4,015+81.1% | $3,754+93.7% | $4,299+69.1% |
| Participant deferral / active EE | $15,787 | $5,564+183.7% | $5,116+208.6% | $6,507+142.6% |
| Admin fee / account holder | $58,491 | $9,860+493.2% | $8,919+555.8% | $12,624+363.3% |