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 | $598,928 | $97,125+516.7% | $86,233+594.5% | $137,256+336.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.80% | 74.19%-66.4pp | 61.39%-53.6pp | 220.34%-212.5pp |
| Employer contribution / active EE | $14,051 | $2,841+394.5% | $2,504+461.1% | $4,156+238.1% |
| Participant deferral / active EE | $10,263 | $5,180+98.1% | $4,559+125.1% | $6,407+60.2% |
| Admin fee / account holder | $4,025 | $9,725-58.6% | $8,342-51.8% | $12,270-67.2% |