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 | $891,825 | $107,934+726.3% | $91,989+869.5% | $152,861+483.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 2.17% | 89.24%-87.1pp | 69.02%-66.9pp | 345.32%-343.2pp |
| Employer contribution / active EE | $30,925 | $4,210+634.6% | $3,452+795.9% | $4,762+549.4% |
| Participant deferral / active EE | $3,000 | $6,364-52.9% | $5,923-49.3% | $5,850-48.7% |
| Admin fee / account holder | $7,416 | $10,520-29.5% | $7,743-4.2% | $11,596-36.1% |