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 | $335,609 | $148,534+125.9% | $135,903+146.9% | $139,434+140.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.61% | 79.19%-71.6pp | 68.23%-60.6pp | 372.94%-365.3pp |
| Employer contribution / active EE | $6,673 | $5,243+27.3% | $4,856+37.4% | $4,751+40.5% |
| Participant deferral / active EE | $8,583 | $8,100+6.0% | $7,758+10.6% | $6,710+27.9% |
| Admin fee / account holder | $39,560 | $12,400+219.0% | $10,762+267.6% | $11,403+246.9% |