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 | $474,307 | $179,726+163.9% | $156,263+203.5% | $142,382+233.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.10% | 77.86%-68.8pp | 59.47%-50.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $9,398 | $5,069+85.4% | $4,333+116.9% | $4,299+118.6% |
| Participant deferral / active EE | $6,965 | $6,956+0.1% | $6,158+13.1% | $6,507+7.0% |
| Admin fee / account holder | $10,690 | $17,272-38.1% | $14,255-25.0% | $12,624-15.3% |