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 | $766,014 | $159,602+380.0% | $150,045+410.5% | $142,382+438.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.53% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $13,475 | $4,961+171.6% | $4,693+187.1% | $4,299+213.4% |
| Participant deferral / active EE | $13,358 | $8,310+60.7% | $7,997+67.0% | $6,507+105.3% |
| Admin fee / account holder | $155,036 | $14,846+944.3% | $13,435+1054.0% | $12,624+1128.1% |