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 | $648,513 | $105,126+516.9% | $94,646+585.2% | $139,434+365.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.80% | 38.03%-32.2pp | 156.71%-150.9pp | 372.94%-367.1pp |
| Employer contribution / active EE | $39,781 | $4,106+869.0% | $3,672+983.3% | $4,751+737.3% |
| Participant deferral / active EE | $7,930 | $7,599+4.3% | $7,418+6.9% | $6,710+18.2% |
| Admin fee / account holder | $4,794 | $8,984-46.6% | $7,231-33.7% | $11,403-58.0% |