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 | $550,826 | $99,877+451.5% | $84,966+548.3% | $145,922+277.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.55% | 83.76%-76.2pp | 66.38%-58.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $14,842 | $3,231+359.3% | $2,727+444.2% | $4,660+218.5% |
| Participant deferral / active EE | $8,498 | $5,291+60.6% | $4,519+88.0% | $6,688+27.1% |
| Admin fee / account holder | $14,986 | $7,248+106.8% | $6,149+143.7% | $13,397+11.9% |