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 | $363,864 | $183,963+97.8% | $162,163+124.4% | $152,861+138.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.39% | 150.76%-138.4pp | 115.59%-103.2pp | 345.32%-332.9pp |
| Employer contribution / active EE | $9,139 | $6,371+43.5% | $5,614+62.8% | $4,762+91.9% |
| Participant deferral / active EE | $8,221 | $8,034+2.3% | $7,298+12.6% | $5,850+40.5% |
| Admin fee / account holder | $28,093 | $13,121+114.1% | $10,843+159.1% | $11,596+142.3% |