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 | $863,213 | $165,984+420.1% | $164,813+423.8% | $145,922+491.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.47% | 100.03%-96.6pp | 69.93%-66.5pp | 561.29%-557.8pp |
| Employer contribution / active EE | $8,138 | $5,273+54.3% | $4,341+87.5% | $4,660+74.7% |
| Participant deferral / active EE | $18,378 | $6,959+164.1% | $6,031+204.7% | $6,688+174.8% |
| Admin fee / account holder | $217,577 | $16,648+1206.9% | $12,690+1614.6% | $13,397+1524.1% |