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 | $453,754 | $148,534+205.5% | $135,903+233.9% | $139,434+225.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.33% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $17,200 | $5,243+228.1% | $4,856+254.2% | $4,751+262.0% |
| Participant deferral / active EE | $21,150 | $8,100+161.1% | $7,758+172.6% | $6,710+215.2% |
| Admin fee / account holder | $85,989 | $12,400+593.5% | $10,762+699.0% | $11,403+654.1% |