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 | $583,299 | $159,901+264.8% | $146,958+296.9% | $145,922+299.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $27,224 | $5,286+415.0% | $4,933+451.9% | $4,660+484.3% |
| Participant deferral / active EE | $16,321 | $8,428+93.6% | $8,070+102.2% | $6,688+144.0% |
| Admin fee / account holder | $6,280 | $15,044-58.3% | $12,998-51.7% | $13,397-53.1% |