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 | $364,064 | $150,440+142.0% | $136,294+167.1% | $147,584+146.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.64% | 1049.08%-1043.4pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $1,685 | $5,256-67.9% | $4,695-64.1% | $4,876-65.4% |
| Participant deferral / active EE | $8,099 | $6,630+22.2% | $6,247+29.6% | $5,439+48.9% |
| Admin fee / account holder | $9,924 | $10,905-9.0% | $9,243+7.4% | $10,885-8.8% |