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 | $709,758 | $100,773+604.3% | $88,946+698.0% | $142,382+398.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.01% | 70.18%-61.2pp | 57.82%-48.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $10,500 | $2,918+259.9% | $2,555+311.0% | $4,299+144.2% |
| Participant deferral / active EE | $15,500 | $5,230+196.4% | $4,581+238.3% | $6,507+138.2% |
| Admin fee / account holder | $3,480 | $9,693-64.1% | $8,261-57.9% | $12,624-72.4% |