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 | $542,500 | $148,534+265.2% | $135,903+299.2% | $139,434+289.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.49% | 79.19%-71.7pp | 68.23%-60.7pp | 372.94%-365.5pp |
| Employer contribution / active EE | $16,675 | $5,243+218.0% | $4,856+243.4% | $4,751+251.0% |
| Participant deferral / active EE | $18,738 | $8,100+131.3% | $7,758+141.5% | $6,710+179.2% |
| Admin fee / account holder | $404,488 | $12,400+3162.1% | $10,762+3658.5% | $11,403+3447.4% |