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 | $322,821 | $198,466+62.7% | $170,442+89.4% | $147,584+118.7% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 6.95% | 257.29%-250.3pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $28,571 | $6,184+362.1% | $5,433+425.9% | $4,876+485.9% |
| Participant deferral / active EE | $11,143 | $5,629+97.9% | $4,939+125.6% | $5,439+104.9% |
| Admin fee / account holder | $108,591 | $16,852+544.4% | $13,880+682.3% | $10,885+897.6% |