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 | $782,614 | $109,327+615.8% | $89,391+775.5% | $158,922+392.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.56% | 345.68%-341.1pp | 245.62%-241.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $17,766 | $3,170+460.5% | $2,586+587.1% | $4,761+273.1% |
| Participant deferral / active EE | $11,917 | $4,598+159.2% | $3,890+206.3% | $5,982+99.2% |
| Admin fee / account holder | $135,710 | $6,153+2105.6% | $4,881+2680.1% | $11,246+1106.8% |