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 | $762,046 | $114,381+566.2% | $107,525+608.7% | $142,382+435.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.29% | 242.71%-241.4pp | 181.32%-180.0pp | 217.08%-215.8pp |
| Employer contribution / active EE | $19,607 | $4,015+388.4% | $3,754+422.4% | $4,299+356.1% |
| Participant deferral / active EE | $12,321 | $5,564+121.4% | $5,116+140.9% | $6,507+89.3% |
| Admin fee / account holder | $13,633 | $9,860+38.3% | $8,919+52.9% | $12,624+8.0% |