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 | $309,158 | $150,440+105.5% | $136,294+126.8% | $147,584+109.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.98% | 1049.08%-1039.1pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $14,364 | $5,256+173.3% | $4,695+205.9% | $4,876+194.6% |
| Participant deferral / active EE | $8,765 | $6,630+32.2% | $6,247+40.3% | $5,439+61.2% |
| Admin fee / account holder | $4,361 | $10,905-60.0% | $9,243-52.8% | $10,885-59.9% |