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 | $716,783 | $109,881+552.3% | $150,045+377.7% | $84,808+745.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.51% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $10,465 | $3,561+193.9% | $4,693+123.0% | $2,631+297.8% |
| Participant deferral / active EE | $14,930 | $6,636+125.0% | $7,997+86.7% | $4,212+254.5% |
| Admin fee / account holder | $68,184 | $8,568+695.8% | $13,435+407.5% | $7,344+828.5% |