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 | $669,849 | $135,952+392.7% | $123,892+440.7% | $273,961+144.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.46% | 56.63%-58.1pp | 47.52%-49.0pp | 41.45%-42.9pp |
| Employer contribution / active EE | $10,223 | $5,170+97.8% | $4,617+121.4% | $4,869+110.0% |
| Participant deferral / active EE | $14,667 | $6,343+131.2% | $5,984+145.1% | $5,287+177.4% |
| Admin fee / account holder | $20,018 | $9,817+103.9% | $8,357+139.5% | $10,132+97.6% |