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 | $464,172 | $165,984+179.6% | $164,813+181.6% | $145,922+218.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.75% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.5pp |
| Employer contribution / active EE | $5,509 | $5,273+4.5% | $4,341+26.9% | $4,660+18.2% |
| Participant deferral / active EE | $14,524 | $6,959+108.7% | $6,031+140.8% | $6,688+117.2% |
| Admin fee / account holder | $7,331 | $16,648-56.0% | $12,690-42.2% | $13,397-45.3% |