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 | $989,007 | $228,332+333.1% | $185,823+432.2% | $158,922+522.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -6.65% | 40.80%-47.5pp | 35.95%-42.6pp | 302.83%-309.5pp |
| Employer contribution / active EE | $14,154 | $4,967+185.0% | $4,087+246.3% | $4,761+197.3% |
| Participant deferral / active EE | $19,786 | $6,415+208.5% | $5,632+251.3% | $5,982+230.7% |
| Admin fee / account holder | $9,553 | $11,864-19.5% | $9,500+0.6% | $11,246-15.0% |