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 | $305,716 | $102,966+196.9% | $90,281+238.6% | $152,861+100.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.94% | 95.16%-88.2pp | 78.10%-71.2pp | 345.32%-338.4pp |
| Employer contribution / active EE | $19,500 | $3,139+521.3% | $2,854+583.1% | $4,762+309.5% |
| Participant deferral / active EE | $12,528 | $4,281+192.6% | $3,885+222.4% | $5,850+114.1% |
| Admin fee / account holder | $615 | $6,171-90.0% | $5,351-88.5% | $11,596-94.7% |