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 | $323,144 | $157,256+105.5% | $141,162+128.9% | $152,861+111.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.49% | 64.32%-53.8pp | 71.39%-60.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $9,574 | $5,261+82.0% | $4,735+102.2% | $4,762+101.0% |
| Participant deferral / active EE | $5,925 | $7,109-16.7% | $6,709-11.7% | $5,850+1.3% |
| Admin fee / account holder | $21,338 | $12,120+76.1% | $10,261+107.9% | $11,596+84.0% |