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 | $554,541 | $114,381+384.8% | $107,525+415.7% | $142,382+289.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.95% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $10,214 | $4,015+154.4% | $3,754+172.1% | $4,299+137.6% |
| Participant deferral / active EE | $11,061 | $5,564+98.8% | $5,116+116.2% | $6,507+70.0% |
| Admin fee / account holder | $18,759 | $9,860+90.2% | $8,919+110.3% | $12,624+48.6% |