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 | $331,439 | $185,200+79.0% | $142,863+132.0% | $167,490+97.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 6.32% | 8555.70%-8549.4pp | 5637.54%-5631.2pp | 478.56%-472.2pp |
| Employer contribution / active EE | $3,216 | $5,604-42.6% | $4,144-22.4% | $4,837-33.5% |
| Participant deferral / active EE | $9,750 | $4,494+116.9% | $3,837+154.1% | $6,341+53.8% |
| Admin fee / account holder | $2,871 | $8,031-64.3% | $6,560-56.2% | $12,309-76.7% |