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 | $531,611 | $175,202+203.4% | $149,673+255.2% | $139,434+281.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.79% | 166.71%-158.9pp | 134.42%-126.6pp | 372.94%-365.2pp |
| Employer contribution / active EE | $7,494 | $5,474+36.9% | $4,818+55.6% | $4,751+57.7% |
| Participant deferral / active EE | $17,896 | $6,519+174.5% | $5,680+215.1% | $6,710+166.7% |
| Admin fee / account holder | $670 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |