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 | $791,395 | $179,726+340.3% | $156,263+406.5% | $142,382+455.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.38% | 77.86%-70.5pp | 59.47%-52.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $14,547 | $5,069+187.0% | $4,333+235.7% | $4,299+238.4% |
| Participant deferral / active EE | $2,879 | $6,956-58.6% | $6,158-53.2% | $6,507-55.8% |
| Admin fee / account holder | $13,130 | $17,272-24.0% | $14,255-7.9% | $12,624+4.0% |