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 | $580,750 | $107,934+438.1% | $91,989+531.3% | $152,861+279.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.46% | 89.24%-82.8pp | 69.02%-62.6pp | 345.32%-338.9pp |
| Employer contribution / active EE | $24,066 | $4,210+471.7% | $3,452+597.2% | $4,762+405.3% |
| Participant deferral / active EE | $7,427 | $6,364+16.7% | $5,923+25.4% | $5,850+26.9% |
| Admin fee / account holder | $8,280 | $10,520-21.3% | $7,743+6.9% | $11,596-28.6% |