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 | $381,691 | $157,256+142.7% | $141,162+170.4% | $152,861+149.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.21% | 64.32%-58.1pp | 71.39%-65.2pp | 345.32%-339.1pp |
| Employer contribution / active EE | $9,968 | $5,261+89.5% | $4,735+110.5% | $4,762+109.3% |
| Participant deferral / active EE | $6,313 | $7,109-11.2% | $6,709-5.9% | $5,850+7.9% |
| Admin fee / account holder | $12,090 | $12,120-0.2% | $10,261+17.8% | $11,596+4.3% |