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 | $588,208 | $177,572+231.3% | $154,803+280.0% | $142,382+313.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.13% | 65.07%-56.9pp | 58.88%-50.8pp | 217.08%-208.9pp |
| Employer contribution / active EE | $8,873 | $4,810+84.4% | $4,305+106.1% | $4,299+106.4% |
| Participant deferral / active EE | $12,949 | $6,272+106.5% | $5,540+133.7% | $6,507+99.0% |
| Admin fee / account holder | $6,003 | $16,786-64.2% | $14,329-58.1% | $12,624-52.4% |