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 | $267,902 | $172,111+55.7% | $150,298+78.2% | $137,256+95.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.23% | 69.37%-66.1pp | 62.79%-59.6pp | 220.34%-217.1pp |
| Employer contribution / active EE | $14,973 | $4,636+222.9% | $4,154+260.4% | $4,156+260.3% |
| Participant deferral / active EE | $20,000 | $6,166+224.4% | $5,453+266.8% | $6,407+212.2% |
| Admin fee / account holder | $8,154 | $16,471-50.5% | $14,116-42.2% | $12,270-33.5% |