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 | $330,530 | $185,822+77.9% | $169,993+94.4% | $139,434+137.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.33% | 60.50%-52.2pp | 53.37%-45.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $12,025 | $7,590+58.4% | $6,785+77.2% | $4,751+153.1% |
| Participant deferral / active EE | $12,548 | $11,622+8.0% | $10,408+20.6% | $6,710+87.0% |
| Admin fee / account holder | $69,442 | $15,381+351.5% | $12,815+441.9% | $11,403+509.0% |