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 | $374,012 | $159,602+134.3% | $150,045+149.3% | $142,382+162.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.31% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $11,913 | $4,961+140.2% | $4,693+153.8% | $4,299+177.1% |
| Participant deferral / active EE | $11,718 | $8,310+41.0% | $7,997+46.5% | $6,507+80.1% |
| Admin fee / account holder | $36,314 | $14,846+144.6% | $13,435+170.3% | $12,624+187.7% |