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 | $524,685 | $159,602+228.7% | $150,045+249.7% | $142,382+268.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.44% | 70.24%-67.8pp | 62.55%-60.1pp | 217.08%-214.6pp |
| Employer contribution / active EE | $21,579 | $4,961+335.0% | $4,693+359.8% | $4,299+401.9% |
| Participant deferral / active EE | $13,840 | $8,310+66.5% | $7,997+73.1% | $6,507+112.7% |
| Admin fee / account holder | $37,150 | $14,846+150.2% | $13,435+176.5% | $12,624+194.3% |