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 | $325,963 | $100,773+223.5% | $88,946+266.5% | $142,382+128.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.94% | 70.18%-63.2pp | 57.82%-50.9pp | 217.08%-210.1pp |
| Employer contribution / active EE | $6,424 | $2,918+120.2% | $2,555+151.4% | $4,299+49.4% |
| Participant deferral / active EE | $12,373 | $5,230+136.6% | $4,581+170.1% | $6,507+90.1% |
| Admin fee / account holder | $3,483 | $9,693-64.1% | $8,261-57.8% | $12,624-72.4% |