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 | $372,431 | $150,440+147.6% | $136,294+173.3% | $147,584+152.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.81% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $14,369 | $5,256+173.4% | $4,695+206.0% | $4,876+194.7% |
| Participant deferral / active EE | $23,733 | $6,630+257.9% | $6,247+279.9% | $5,439+336.4% |
| Admin fee / account holder | $268,468 | $10,905+2361.8% | $9,243+2804.4% | $10,885+2366.3% |