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 | $929,589 | $114,381+712.7% | $107,525+764.5% | $142,382+552.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.51% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $28,785 | $4,015+617.0% | $3,754+666.9% | $4,299+569.6% |
| Participant deferral / active EE | $19,484 | $5,564+250.2% | $5,116+280.9% | $6,507+199.4% |
| Admin fee / account holder | $39,928 | $9,860+304.9% | $8,919+347.7% | $12,624+216.3% |