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 | $364,795 | $148,534+145.6% | $135,903+168.4% | $139,434+161.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 6.85% | 79.19%-72.3pp | 68.23%-61.4pp | 372.94%-366.1pp |
| Employer contribution / active EE | $23,214 | $5,243+342.8% | $4,856+378.0% | $4,751+388.6% |
| Participant deferral / active EE | $3,095 | $8,100-61.8% | $7,758-60.1% | $6,710-53.9% |
| Admin fee / account holder | $20,177 | $12,400+62.7% | $10,762+87.5% | $11,403+77.0% |