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 | $951,726 | $154,228+517.1% | $145,433+554.4% | $137,256+593.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.54% | 74.59%-69.1pp | 66.58%-61.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $38,250 | $4,804+696.2% | $4,554+739.8% | $4,156+820.4% |
| Participant deferral / active EE | $27,250 | $8,216+231.7% | $7,897+245.1% | $6,407+325.3% |
| Admin fee / account holder | $4,592 | $14,344-68.0% | $13,129-65.0% | $12,270-62.6% |