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 | $434,600 | $148,534+192.6% | $135,903+219.8% | $139,434+211.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.74% | 79.19%-72.5pp | 68.23%-61.5pp | 372.94%-366.2pp |
| Employer contribution / active EE | $11,636 | $5,243+121.9% | $4,856+139.6% | $4,751+144.9% |
| Participant deferral / active EE | $17,813 | $8,100+119.9% | $7,758+129.6% | $6,710+165.5% |
| Admin fee / account holder | $421 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |