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 | $693,304 | $114,381+506.1% | $107,525+544.8% | $142,382+386.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.63% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $16,902 | $4,015+321.0% | $3,754+350.3% | $4,299+293.2% |
| Participant deferral / active EE | $7,954 | $5,564+43.0% | $5,116+55.5% | $6,507+22.2% |
| Admin fee / account holder | $205,334 | $9,860+1982.5% | $8,919+2202.3% | $12,624+1526.6% |