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 | $547,962 | $148,534+268.9% | $135,903+303.2% | $139,434+293.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.32% | 79.19%-69.9pp | 68.23%-58.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $4,387 | $5,243-16.3% | $4,856-9.7% | $4,751-7.7% |
| Participant deferral / active EE | $10,156 | $8,100+25.4% | $7,758+30.9% | $6,710+51.3% |
| Admin fee / account holder | $24,626 | $12,400+98.6% | $10,762+128.8% | $11,403+116.0% |