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 | $858,800 | $214,378+300.6% | $200,582+328.2% | $142,382+503.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.39% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $14,107 | $6,841+106.2% | $6,419+119.8% | $4,299+228.1% |
| Participant deferral / active EE | $9,933 | $9,865+0.7% | $9,331+6.5% | $6,507+52.7% |
| Admin fee / account holder | $36,773 | $17,692+107.9% | $16,305+125.5% | $12,624+191.3% |