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 | $386,762 | $197,591+95.7% | $177,821+117.5% | $158,922+143.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.08% | 58.76%-53.7pp | 48.32%-43.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $22,145 | $6,697+230.7% | $5,918+274.2% | $4,761+365.1% |
| Participant deferral / active EE | $21,797 | $8,405+159.3% | $7,714+182.6% | $5,982+264.4% |
| Admin fee / account holder | $389,560 | $15,399+2429.7% | $12,427+3034.7% | $11,246+3364.1% |