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 | $593,462 | $175,202+238.7% | $149,673+296.5% | $139,434+325.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.72% | 166.71%-161.0pp | 134.42%-128.7pp | 372.94%-367.2pp |
| Employer contribution / active EE | $16,816 | $5,474+207.2% | $4,818+249.0% | $4,751+254.0% |
| Participant deferral / active EE | $10,905 | $6,519+67.3% | $5,680+92.0% | $6,710+62.5% |
| Admin fee / account holder | $4,180 | $16,150-74.1% | $13,210-68.4% | $11,403-63.3% |