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 | $390,732 | $175,202+123.0% | $149,673+161.1% | $139,434+180.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.69% | 166.71%-159.0pp | 134.42%-126.7pp | 372.94%-365.3pp |
| Employer contribution / active EE | $15,548 | $5,474+184.0% | $4,818+222.7% | $4,751+227.3% |
| Participant deferral / active EE | $15,290 | $6,519+134.6% | $5,680+169.2% | $6,710+127.9% |
| Admin fee / account holder | $2,550 | $16,150-84.2% | $13,210-80.7% | $11,403-77.6% |