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 | $344,648 | $185,822+85.5% | $169,993+102.7% | $139,434+147.2% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 5.41% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $6,757 | $7,590-11.0% | $6,785-0.4% | $4,751+42.2% |
| Participant deferral / active EE | $8,610 | $11,622-25.9% | $10,408-17.3% | $6,710+28.3% |
| Admin fee / account holder | $138,674 | $15,381+801.6% | $12,815+982.1% | $11,403+1116.2% |