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 | $525,508 | $115,770+353.9% | $101,248+419.0% | $158,922+230.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.97% | 56.14%-49.2pp | 46.47%-39.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $12,607 | $4,175+202.0% | $3,660+244.5% | $4,761+164.8% |
| Participant deferral / active EE | $11,010 | $4,957+122.1% | $4,370+151.9% | $5,982+84.0% |
| Admin fee / account holder | $4,070 | $7,245-43.8% | $5,945-31.5% | $11,246-63.8% |