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 | $336,693 | $198,466+69.6% | $170,442+97.5% | $147,584+128.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.81% | 257.29%-249.5pp | 205.93%-198.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $11,053 | $6,184+78.7% | $5,433+103.5% | $4,876+126.7% |
| Participant deferral / active EE | $10,968 | $5,629+94.8% | $4,939+122.0% | $5,439+101.7% |
| Admin fee / account holder | $93,206 | $16,852+453.1% | $13,880+571.5% | $10,885+756.3% |