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 | $351,285 | $209,832+67.4% | $189,513+85.4% | $167,490+109.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 6.94% | 748.27%-741.3pp | 555.15%-548.2pp | 478.56%-471.6pp |
| Employer contribution / active EE | $9,664 | $6,914+39.8% | $6,162+56.8% | $4,837+99.8% |
| Participant deferral / active EE | $7,525 | $8,935-15.8% | $8,221-8.5% | $6,341+18.7% |
| Admin fee / account holder | $5,890 | $14,293-58.8% | $12,045-51.1% | $12,309-52.1% |