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 | $354,238 | $177,572+99.5% | $154,803+128.8% | $142,382+148.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.84% | 65.07%-59.2pp | 58.88%-53.0pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,551 | $4,810-26.2% | $4,305-17.5% | $4,299-17.4% |
| Participant deferral / active EE | $6,178 | $6,272-1.5% | $5,540+11.5% | $6,507-5.1% |
| Admin fee / account holder | $49,045 | $16,786+192.2% | $14,329+242.3% | $12,624+288.5% |