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 | $822,205 | $183,963+346.9% | $162,163+407.0% | $152,861+437.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.36% | 150.76%-139.4pp | 115.59%-104.2pp | 345.32%-334.0pp |
| Employer contribution / active EE | $24,683 | $6,371+287.4% | $5,614+339.7% | $4,762+418.3% |
| Participant deferral / active EE | $4,800 | $8,034-40.3% | $7,298-34.2% | $5,850-18.0% |
| Admin fee / account holder | $2,235 | $13,121-83.0% | $10,843-79.4% | $11,596-80.7% |