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 | $638,006 | $100,773+533.1% | $88,946+617.3% | $142,382+348.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 9.11% | 70.18%-61.1pp | 57.82%-48.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $5,180 | $2,918+77.5% | $2,555+102.7% | $4,299+20.5% |
| Participant deferral / active EE | $12,996 | $5,230+148.5% | $4,581+183.7% | $6,507+99.7% |
| Admin fee / account holder | $38,645 | $9,693+298.7% | $8,261+367.8% | $12,624+206.1% |