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 | $387,808 | $150,440+157.8% | $136,294+184.5% | $147,584+162.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.84% | 1049.08%-1043.2pp | 5155.94%-5150.1pp | 578.55%-572.7pp |
| Employer contribution / active EE | $27,060 | $5,256+414.8% | $4,695+476.3% | $4,876+454.9% |
| Participant deferral / active EE | $7,750 | $6,630+16.9% | $6,247+24.1% | $5,439+42.5% |
| Admin fee / account holder | $1,733 | $10,905-84.1% | $9,243-81.3% | $10,885-84.1% |