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 | $638,019 | $168,632+278.4% | $147,614+332.2% | $125,391+408.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.67% | 77.65%-84.3pp | 61.98%-68.6pp | 282.22%-288.9pp |
| Employer contribution / active EE | $35,537 | $6,252+468.4% | $5,564+538.6% | $4,866+630.3% |
| Participant deferral / active EE | $22,656 | $5,507+311.4% | $4,895+362.8% | $5,352+323.4% |
| Admin fee / account holder | $48,107 | $13,580+254.3% | $11,611+314.3% | $9,540+404.2% |