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 | $682,886 | $102,317+567.4% | $146,958+364.7% | $80,856+744.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.65% | 134.76%-125.1pp | 418.34%-408.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $12,857 | $3,713+246.3% | $4,933+160.6% | $2,755+366.7% |
| Participant deferral / active EE | $11,684 | $6,644+75.9% | $8,070+44.8% | $4,296+172.0% |
| Admin fee / account holder | $204,319 | $7,941+2472.9% | $12,998+1471.9% | $6,918+2853.4% |