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 | $571,993 | $183,519+211.7% | $155,509+267.8% | $145,922+292.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.32% | 61.17%-56.8pp | 64.67%-60.3pp | 561.29%-557.0pp |
| Employer contribution / active EE | $15,444 | $5,313+190.7% | $4,672+230.5% | $4,660+231.5% |
| Participant deferral / active EE | $17,532 | $6,462+171.3% | $5,626+211.6% | $6,688+162.2% |
| Admin fee / account holder | $705 | $19,313-96.3% | $15,912-95.6% | $13,397-94.7% |