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 | $546,659 | $201,272+171.6% | $184,203+196.8% | $145,922+274.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.24% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $22,569 | $7,022+221.4% | $6,427+251.2% | $4,660+384.4% |
| Participant deferral / active EE | $18,256 | $9,806+86.2% | $9,131+99.9% | $6,688+173.0% |
| Admin fee / account holder | $6,639 | $16,364-59.4% | $13,901-52.2% | $13,397-50.4% |