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 | $495,791 | $102,966+381.5% | $90,281+449.2% | $152,861+224.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.29% | 95.16%-89.9pp | 78.10%-72.8pp | 345.32%-340.0pp |
| Employer contribution / active EE | $18,814 | $3,139+499.4% | $2,854+559.1% | $4,762+295.1% |
| Participant deferral / active EE | $12,838 | $4,281+199.8% | $3,885+230.4% | $5,850+119.4% |
| Admin fee / account holder | $5,746 | $6,171-6.9% | $5,351+7.4% | $11,596-50.5% |