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 | $274,396 | $183,963+49.2% | $162,163+69.2% | $152,861+79.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.32% | 150.76%-138.4pp | 115.59%-103.3pp | 345.32%-333.0pp |
| Employer contribution / active EE | $33,333 | $6,371+423.2% | $5,614+493.8% | $4,762+599.9% |
| Participant deferral / active EE | $15,876 | $8,034+97.6% | $7,298+117.5% | $5,850+171.4% |
| Admin fee / account holder | $9,512 | $13,121-27.5% | $10,843-12.3% | $11,596-18.0% |