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 | $776,938 | $183,519+323.4% | $155,509+399.6% | $145,922+432.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.34% | 61.17%-65.5pp | 64.67%-69.0pp | 561.29%-565.6pp |
| Employer contribution / active EE | $52,333 | $5,313+885.1% | $4,672+1020.0% | $4,660+1023.1% |
| Participant deferral / active EE | $29,250 | $6,462+352.6% | $5,626+419.9% | $6,688+337.4% |
| Admin fee / account holder | $3,071 | $19,313-84.1% | $15,912-80.7% | $13,397-77.1% |