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 | $329,339 | $102,317+221.9% | $146,958+124.1% | $80,856+307.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.49% | 134.76%-125.3pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $13,838 | $3,713+272.7% | $4,933+180.5% | $2,755+402.3% |
| Participant deferral / active EE | $9,384 | $6,644+41.2% | $8,070+16.3% | $4,296+118.4% |
| Admin fee / account holder | $113,458 | $7,941+1328.7% | $12,998+772.9% | $6,918+1540.0% |