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 | $513,639 | $159,602+221.8% | $150,045+242.3% | $142,382+260.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.01% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $14,911 | $4,961+200.6% | $4,693+217.7% | $4,299+246.8% |
| Participant deferral / active EE | $5,984 | $8,310-28.0% | $7,997-25.2% | $6,507-8.0% |
| Admin fee / account holder | $21,460 | $14,846+44.5% | $13,435+59.7% | $12,624+70.0% |