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 | $454,087 | $183,963+146.8% | $162,163+180.0% | $152,861+197.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.07% | 150.76%-145.7pp | 115.59%-110.5pp | 345.32%-340.3pp |
| Employer contribution / active EE | $10,810 | $6,371+69.7% | $5,614+92.6% | $4,762+127.0% |
| Participant deferral / active EE | $5,556 | $8,034-30.8% | $7,298-23.9% | $5,850-5.0% |
| Admin fee / account holder | $55,391 | $13,121+322.1% | $10,843+410.9% | $11,596+377.7% |