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 | $364,177 | $105,181+246.2% | $159,436+128.4% | $85,850+324.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.91% | 45.07%-35.2pp | 263.57%-253.7pp | 318.53%-308.6pp |
| Employer contribution / active EE | $10,262 | $3,318+209.3% | $4,829+112.5% | $2,565+300.1% |
| Participant deferral / active EE | $3,572 | $5,945-39.9% | $7,352-51.4% | $3,952-9.6% |
| Admin fee / account holder | $7,127 | $6,933+2.8% | $10,799-34.0% | $6,260+13.9% |