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 | $570,560 | $177,572+221.3% | $154,803+268.6% | $142,382+300.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.63% | 65.07%-56.4pp | 58.88%-50.3pp | 217.08%-208.4pp |
| Employer contribution / active EE | $11,189 | $4,810+132.6% | $4,305+159.9% | $4,299+160.3% |
| Participant deferral / active EE | $25,767 | $6,272+310.8% | $5,540+365.1% | $6,507+296.0% |
| Admin fee / account holder | $364,965 | $16,786+2074.3% | $14,329+2447.0% | $12,624+2791.1% |