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 | $542,796 | $91,190+495.2% | $178,490+204.1% | $79,858+579.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.06% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $10,864 | $3,256+233.7% | $5,011+116.8% | $2,471+339.7% |
| Participant deferral / active EE | $10,726 | $3,236+231.5% | $5,202+106.2% | $3,740+186.8% |
| Admin fee / account holder | $66,717 | $6,751+888.2% | $13,984+377.1% | $5,306+1157.3% |