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 | $736,422 | $179,726+309.7% | $156,263+371.3% | $142,382+417.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.20% | 77.86%-68.7pp | 59.47%-50.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $14,038 | $5,069+176.9% | $4,333+224.0% | $4,299+226.5% |
| Participant deferral / active EE | $12,417 | $6,956+78.5% | $6,158+101.6% | $6,507+90.8% |
| Admin fee / account holder | $26,748 | $17,272+54.9% | $14,255+87.6% | $12,624+111.9% |