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 | $364,196 | $105,181+246.3% | $159,436+128.4% | $85,850+324.2% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 11.07% | 45.07%-34.0pp | 263.57%-252.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $8,629 | $3,318+160.1% | $4,829+78.7% | $2,565+236.4% |
| Participant deferral / active EE | $8,970 | $5,945+50.9% | $7,352+22.0% | $3,952+127.0% |
| Admin fee / account holder | $18,453 | $6,933+166.1% | $10,799+70.9% | $6,260+194.8% |