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 | $383,044 | $177,572+115.7% | $154,803+147.4% | $142,382+169.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.79% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $13,785 | $4,810+186.6% | $4,305+220.2% | $4,299+220.6% |
| Participant deferral / active EE | $8,494 | $6,272+35.4% | $5,540+53.3% | $6,507+30.5% |
| Admin fee / account holder | $512,725 | $16,786+2954.5% | $14,329+3478.2% | $12,624+3961.6% |