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 | $923,667 | $105,126+778.6% | $94,646+875.9% | $139,434+562.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 2.36% | 38.03%-35.7pp | 156.71%-154.4pp | 372.94%-370.6pp |
| Employer contribution / active EE | $12,938 | $4,106+215.1% | $3,672+252.3% | $4,751+172.3% |
| Participant deferral / active EE | $14,445 | $7,599+90.1% | $7,418+94.7% | $6,710+115.3% |
| Admin fee / account holder | $28,126 | $8,984+213.1% | $7,231+289.0% | $11,403+146.7% |