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 | $507,582 | $177,572+185.8% | $154,803+227.9% | $142,382+256.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.62% | 65.07%-57.4pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $12,185 | $4,810+153.3% | $4,305+183.0% | $4,299+183.4% |
| Participant deferral / active EE | $15,529 | $6,272+147.6% | $5,540+180.3% | $6,507+138.6% |
| Admin fee / account holder | $8,926 | $16,786-46.8% | $14,329-37.7% | $12,624-29.3% |