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 | $429,671 | $217,402+97.6% | $185,823+131.2% | $167,490+156.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.78% | 148.36%-141.6pp | 122.05%-115.3pp | 478.56%-471.8pp |
| Employer contribution / active EE | $26,563 | $5,873+352.3% | $5,167+414.1% | $4,837+449.1% |
| Participant deferral / active EE | $25,550 | $6,356+302.0% | $5,568+358.9% | $6,341+302.9% |
| Admin fee / account holder | $2,102 | $19,811-89.4% | $16,237-87.1% | $12,309-82.9% |