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 | $564,726 | $175,202+222.3% | $149,673+277.3% | $139,434+305.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.82% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $34,461 | $5,474+529.5% | $4,818+615.3% | $4,751+625.4% |
| Participant deferral / active EE | $30,333 | $6,519+365.3% | $5,680+434.0% | $6,710+352.0% |
| Admin fee / account holder | $214,232 | $16,150+1226.5% | $13,210+1521.8% | $11,403+1778.8% |