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 | $820,464 | $198,466+313.4% | $170,442+381.4% | $147,584+455.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.93% | 257.29%-250.4pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $15,467 | $6,184+150.1% | $5,433+184.7% | $4,876+217.2% |
| Participant deferral / active EE | $6,467 | $5,629+14.9% | $4,939+30.9% | $5,439+18.9% |
| Admin fee / account holder | $14,369 | $16,852-14.7% | $13,880+3.5% | $10,885+32.0% |