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 | $991,343 | $179,726+451.6% | $156,263+534.4% | $142,382+596.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.79% | 77.86%-70.1pp | 59.47%-51.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $7,798 | $5,069+53.8% | $4,333+80.0% | $4,299+81.4% |
| Participant deferral / active EE | $21,667 | $6,956+211.5% | $6,158+251.8% | $6,507+233.0% |
| Admin fee / account holder | $698,776 | $17,272+3945.7% | $14,255+4802.1% | $12,624+5435.4% |