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 | $315,657 | $180,749+74.6% | $160,784+96.3% | $137,256+130.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 10.04% | 2234.46%-2224.4pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,839 | $4,155-31.7% | $3,733-23.9% | $4,156-31.7% |
| Participant deferral / active EE | $14,988 | $6,844+119.0% | $6,293+138.2% | $6,407+133.9% |
| Admin fee / account holder | $120,049 | $10,397+1054.7% | $9,717+1135.5% | $12,270+878.4% |