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 | $985,901 | $214,378+359.9% | $200,582+391.5% | $142,382+592.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.52% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $16,740 | $6,841+144.7% | $6,419+160.8% | $4,299+289.4% |
| Participant deferral / active EE | $5,703 | $9,865-42.2% | $9,331-38.9% | $6,507-12.4% |
| Admin fee / account holder | $1,119 | $17,692-93.7% | $16,305-93.1% | $12,624-91.1% |