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 | $954,899 | $159,602+498.3% | $150,045+536.4% | $142,382+570.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.39% | 70.24%-64.8pp | 62.55%-57.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $12,967 | $4,961+161.4% | $4,693+176.3% | $4,299+201.6% |
| Participant deferral / active EE | $11,810 | $8,310+42.1% | $7,997+47.7% | $6,507+81.5% |
| Admin fee / account holder | $35,000 | $14,846+135.7% | $13,435+160.5% | $12,624+177.3% |