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 | $378,149 | $104,907+260.5% | $84,611+346.9% | $152,861+147.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 6.39% | 373.79%-367.4pp | 258.74%-252.4pp | 345.32%-338.9pp |
| Employer contribution / active EE | $8,367 | $3,302+153.4% | $2,652+215.5% | $4,762+75.7% |
| Participant deferral / active EE | $19,150 | $4,688+308.5% | $3,899+391.2% | $5,850+227.3% |
| Admin fee / account holder | $1,827 | $6,241-70.7% | $4,912-62.8% | $11,596-84.2% |