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 | $363,480 | $159,602+127.7% | $150,045+142.2% | $142,382+155.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.34% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $17,230 | $4,961+247.3% | $4,693+267.1% | $4,299+300.8% |
| Participant deferral / active EE | $12,552 | $8,310+51.0% | $7,997+57.0% | $6,507+92.9% |
| Admin fee / account holder | $109,408 | $14,846+636.9% | $13,435+714.4% | $12,624+766.7% |