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 | $394,928 | $175,202+125.4% | $149,673+163.9% | $139,434+183.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.58% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $20,000 | $5,474+265.3% | $4,818+315.1% | $4,751+321.0% |
| Participant deferral / active EE | $23,333 | $6,519+257.9% | $5,680+310.8% | $6,710+247.7% |
| Admin fee / account holder | $2,921 | $16,150-81.9% | $13,210-77.9% | $11,403-74.4% |