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 | $343,505 | $165,335+107.8% | $149,696+129.5% | $158,922+116.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.43% | 348.15%-341.7pp | 276.60%-270.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $6,667 | $5,103+30.6% | $4,644+43.5% | $4,761+40.0% |
| Participant deferral / active EE | $2,460 | $7,181-65.7% | $6,842-64.0% | $5,982-58.9% |
| Admin fee / account holder | $14,761 | $10,807+36.6% | $9,309+58.6% | $11,246+31.3% |