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 | $358,498 | $159,602+124.6% | $150,045+138.9% | $142,382+151.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.71% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $12,906 | $4,961+160.2% | $4,693+175.0% | $4,299+200.2% |
| Participant deferral / active EE | $16,817 | $8,310+102.4% | $7,997+110.3% | $6,507+158.4% |
| Admin fee / account holder | $35,148 | $14,846+136.7% | $13,435+161.6% | $12,624+178.4% |