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 | $360,041 | $166,020+116.9% | $164,866+118.4% | $145,959+146.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.63% | 100.08%-92.5pp | 69.97%-62.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $10,199 | $5,275+93.3% | $4,343+134.8% | $4,661+118.8% |
| Participant deferral / active EE | $29,635 | $6,961+325.7% | $6,033+391.2% | $6,689+343.1% |
| Admin fee / account holder | $5,707 | $16,644-65.7% | $12,689-55.0% | $13,398-57.4% |