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 | $573,687 | $148,534+286.2% | $135,903+322.1% | $139,434+311.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.92% | 79.19%-67.3pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $30,055 | $5,243+473.2% | $4,856+518.9% | $4,751+532.6% |
| Participant deferral / active EE | $2,566 | $8,100-68.3% | $7,758-66.9% | $6,710-61.8% |
| Admin fee / account holder | $80,193 | $12,400+546.7% | $10,762+645.1% | $11,403+603.3% |