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 | $384,076 | $217,402+76.7% | $185,823+106.7% | $167,490+129.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.13% | 148.36%-140.2pp | 122.05%-113.9pp | 478.56%-470.4pp |
| Employer contribution / active EE | $7,815 | $5,873+33.1% | $5,167+51.2% | $4,837+61.6% |
| Participant deferral / active EE | $14,768 | $6,356+132.3% | $5,568+165.2% | $6,341+132.9% |
| Admin fee / account holder | $59,773 | $19,811+201.7% | $16,237+268.1% | $12,309+385.6% |