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 | $729,537 | $152,587+378.1% | $125,175+482.8% | $152,861+377.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.97% | 54.84%-49.9pp | 43.79%-38.8pp | 345.32%-340.3pp |
| Employer contribution / active EE | $15,537 | $4,946+214.1% | $3,865+302.0% | $4,762+226.3% |
| Participant deferral / active EE | $11,288 | $5,868+92.4% | $4,937+128.7% | $5,850+93.0% |
| Admin fee / account holder | $102,828 | $13,434+665.4% | $9,702+959.9% | $11,596+786.7% |