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 | $668,408 | $159,602+318.8% | $150,045+345.5% | $142,382+369.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.55% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $16,961 | $4,961+241.9% | $4,693+261.4% | $4,299+294.5% |
| Participant deferral / active EE | $18,263 | $8,310+119.8% | $7,997+128.4% | $6,507+180.7% |
| Admin fee / account holder | $479,191 | $14,846+3127.7% | $13,435+3466.8% | $12,624+3696.0% |