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 | $336,042 | $172,111+95.2% | $150,298+123.6% | $137,256+144.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.65% | 69.37%-62.7pp | 62.79%-56.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $39,789 | $4,636+758.2% | $4,154+857.8% | $4,156+857.4% |
| Participant deferral / active EE | $29,219 | $6,166+373.9% | $5,453+435.9% | $6,407+356.1% |
| Admin fee / account holder | $49,241 | $16,471+199.0% | $14,116+248.8% | $12,270+301.3% |