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 | $387,603 | $148,534+161.0% | $135,903+185.2% | $139,434+178.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.27% | 79.19%-69.9pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $8,070 | $5,243+53.9% | $4,856+66.2% | $4,751+69.9% |
| Participant deferral / active EE | $24,884 | $8,100+207.2% | $7,758+220.8% | $6,710+270.8% |
| Admin fee / account holder | $191,529 | $12,400+1444.6% | $10,762+1679.7% | $11,403+1579.7% |