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 | $508,815 | $148,534+242.6% | $135,903+274.4% | $139,434+264.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -3.07% | 79.19%-82.3pp | 68.23%-71.3pp | 372.94%-376.0pp |
| Employer contribution / active EE | $9,330 | $5,243+78.0% | $4,856+92.1% | $4,751+96.4% |
| Participant deferral / active EE | $9,330 | $8,100+15.2% | $7,758+20.3% | $6,710+39.0% |
| Admin fee / account holder | $11,745 | $12,400-5.3% | $10,762+9.1% | $11,403+3.0% |