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 | $266,094 | $198,466+34.1% | $170,442+56.1% | $147,584+80.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.46% | 257.29%-251.8pp | 205.93%-200.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $11,910 | $6,184+92.6% | $5,433+119.2% | $4,876+144.2% |
| Participant deferral / active EE | $11,250 | $5,629+99.8% | $4,939+127.8% | $5,439+106.9% |
| Admin fee / account holder | $1,250 | $16,852-92.6% | $13,880-91.0% | $10,885-88.5% |