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 | $386,921 | $209,411+84.8% | $178,490+116.8% | $158,922+143.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.66% | 188.75%-187.1pp | 151.07%-149.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $10,058 | $5,706+76.3% | $5,011+100.7% | $4,761+111.3% |
| Participant deferral / active EE | $8,572 | $5,954+44.0% | $5,202+64.8% | $5,982+43.3% |
| Admin fee / account holder | $2,797 | $17,074-83.6% | $13,984-80.0% | $11,246-75.1% |