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 | $659,809 | $185,822+255.1% | $169,993+288.1% | $139,434+373.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.39% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $16,042 | $7,590+111.3% | $6,785+136.4% | $4,751+237.7% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,710+49.0% |
| Admin fee / account holder | $37,075 | $15,381+141.0% | $12,815+189.3% | $11,403+225.1% |