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 | $383,624 | $227,553+68.6% | $189,557+102.4% | $167,490+129.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.62% | 78.40%-79.0pp | 64.17%-64.8pp | 478.56%-479.2pp |
| Employer contribution / active EE | $17,921 | $5,316+237.1% | $4,412+306.1% | $4,837+270.5% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,341+36.7% |
| Admin fee / account holder | $14,386 | $11,878+21.1% | $9,807+46.7% | $12,309+16.9% |