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 | $639,178 | $177,572+260.0% | $154,803+312.9% | $142,382+348.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.67% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $8,148 | $4,810+69.4% | $4,305+89.2% | $4,299+89.5% |
| Participant deferral / active EE | $29,125 | $6,272+364.4% | $5,540+425.7% | $6,507+347.6% |
| Admin fee / account holder | $4,205 | $16,786-74.9% | $14,329-70.7% | $12,624-66.7% |