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 | $729,311 | $133,922+444.6% | $116,228+527.5% | $142,382+412.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.55% | 147.76%-138.2pp | 90.06%-80.5pp | 217.08%-207.5pp |
| Employer contribution / active EE | $12,869 | $3,446+273.5% | $2,994+329.7% | $4,299+199.3% |
| Participant deferral / active EE | $26,862 | $5,672+373.6% | $4,953+442.3% | $6,507+312.8% |
| Admin fee / account holder | $458,681 | $14,945+2969.2% | $11,989+3725.8% | $12,624+3533.5% |