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 5-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 | $562,009 | $175,202+220.8% | $149,673+275.5% | $139,434+303.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.70% | 166.71%-157.0pp | 134.42%-124.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $8,616 | $5,474+57.4% | $4,818+78.8% | $4,751+81.3% |
| Participant deferral / active EE | $3,872 | $6,519-40.6% | $5,680-31.8% | $6,710-42.3% |
| Admin fee / account holder | $1,482 | $16,150-90.8% | $13,210-88.8% | $11,403-87.0% |