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 | $820,386 | $148,534+452.3% | $135,903+503.7% | $139,434+488.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.88% | 79.19%-69.3pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $37,615 | $5,243+617.4% | $4,856+674.6% | $4,751+691.8% |
| Participant deferral / active EE | $10,923 | $8,100+34.9% | $7,758+40.8% | $6,710+62.8% |
| Admin fee / account holder | $14,288 | $12,400+15.2% | $10,762+32.8% | $11,403+25.3% |