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 | $270,467 | $159,901+69.1% | $146,958+84.0% | $145,922+85.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.87% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $26,019 | $5,286+392.2% | $4,933+427.5% | $4,660+458.4% |
| Participant deferral / active EE | $15,597 | $8,428+85.1% | $8,070+93.3% | $6,688+133.2% |
| Admin fee / account holder | $2,787 | $15,044-81.5% | $12,998-78.6% | $13,397-79.2% |