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 | $353,851 | $102,966+243.7% | $90,281+291.9% | $152,861+131.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.63% | 95.16%-88.5pp | 78.10%-71.5pp | 345.32%-338.7pp |
| Employer contribution / active EE | $13,985 | $3,139+345.6% | $2,854+389.9% | $4,762+193.7% |
| Participant deferral / active EE | $2,548 | $4,281-40.5% | $3,885-34.4% | $5,850-56.4% |
| Admin fee / account holder | $717 | $6,171-88.4% | $5,351-86.6% | $11,596-93.8% |