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 | $585,080 | $226,064+158.8% | $182,532+220.5% | $152,861+282.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.88% | 192.51%-184.6pp | 148.54%-140.7pp | 345.32%-337.4pp |
| Employer contribution / active EE | $7,308 | $4,978+46.8% | $4,076+79.3% | $4,762+53.5% |
| Participant deferral / active EE | $22,968 | $6,368+260.7% | $5,524+315.8% | $5,850+292.6% |
| Admin fee / account holder | $21,579 | $10,703+101.6% | $8,592+151.1% | $11,596+86.1% |