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 | $407,072 | $175,202+132.3% | $149,673+172.0% | $139,434+191.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.68% | 166.71%-160.0pp | 134.42%-127.7pp | 372.94%-366.3pp |
| Employer contribution / active EE | $14,850 | $5,474+171.3% | $4,818+208.2% | $4,751+212.6% |
| Participant deferral / active EE | $31,650 | $6,519+385.5% | $5,680+457.2% | $6,710+371.7% |
| Admin fee / account holder | $4,626 | $16,150-71.4% | $13,210-65.0% | $11,403-59.4% |