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 | $866,206 | $165,984+421.9% | $164,813+425.6% | $145,922+493.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.92% | 100.03%-95.1pp | 69.93%-65.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $34,581 | $5,273+555.8% | $4,341+696.7% | $4,660+642.1% |
| Participant deferral / active EE | $19,113 | $6,959+174.7% | $6,031+216.9% | $6,688+185.8% |
| Admin fee / account holder | $5,784 | $16,648-65.3% | $12,690-54.4% | $13,397-56.8% |