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 | $339,905 | $176,056+93.1% | $159,436+113.2% | $167,490+102.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.29% | 331.75%-324.5pp | 263.57%-256.3pp | 478.56%-471.3pp |
| Employer contribution / active EE | $9,508 | $5,297+79.5% | $4,829+96.9% | $4,837+96.6% |
| Participant deferral / active EE | $6,205 | $7,750-19.9% | $7,352-15.6% | $6,341-2.2% |
| Admin fee / account holder | $1,023 | $12,554-91.9% | $10,799-90.5% | $12,309-91.7% |