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 | $918,066 | $177,572+417.0% | $154,803+493.1% | $142,382+544.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.10% | 65.07%-64.0pp | 58.88%-57.8pp | 217.08%-216.0pp |
| Employer contribution / active EE | $14,938 | $4,810+210.5% | $4,305+246.9% | $4,299+247.5% |
| Participant deferral / active EE | $15,487 | $6,272+146.9% | $5,540+179.5% | $6,507+138.0% |
| Admin fee / account holder | $12,500 | $16,786-25.5% | $14,329-12.8% | $12,624-1.0% |