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 | $317,391 | $165,984+91.2% | $164,813+92.6% | $145,922+117.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.68% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $9,120 | $5,273+73.0% | $4,341+110.1% | $4,660+95.7% |
| Participant deferral / active EE | $7,662 | $6,959+10.1% | $6,031+27.0% | $6,688+14.6% |
| Admin fee / account holder | $9,430 | $16,648-43.4% | $12,690-25.7% | $13,397-29.6% |