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 | $396,545 | $150,440+163.6% | $136,294+190.9% | $147,584+168.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.57% | 1049.08%-1039.5pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $9,734 | $5,256+85.2% | $4,695+107.3% | $4,876+99.6% |
| Participant deferral / active EE | $8,869 | $6,630+33.8% | $6,247+42.0% | $5,439+63.1% |
| Admin fee / account holder | $1,102 | $10,905-89.9% | $9,243-88.1% | $10,885-89.9% |