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 | $386,225 | $107,934+257.8% | $91,989+319.9% | $152,861+152.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 5.55% | 89.24%-83.7pp | 69.02%-63.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $10,297 | $4,210+144.6% | $3,452+198.3% | $4,762+116.2% |
| Participant deferral / active EE | $10,297 | $6,364+61.8% | $5,923+73.8% | $5,850+76.0% |
| Admin fee / account holder | $8,333 | $10,520-20.8% | $7,743+7.6% | $11,596-28.1% |