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 | $285,027 | $157,256+81.2% | $141,162+101.9% | $152,861+86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.32% | 64.32%-53.0pp | 71.39%-60.1pp | 345.32%-334.0pp |
| Employer contribution / active EE | $5,871 | $5,261+11.6% | $4,735+24.0% | $4,762+23.3% |
| Participant deferral / active EE | $22,200 | $7,109+212.3% | $6,709+230.9% | $5,850+279.5% |
| Admin fee / account holder | $46,034 | $12,120+279.8% | $10,261+348.6% | $11,596+297.0% |