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 | $316,910 | $70,756+347.9% | $65,493+383.9% | $142,382+122.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.58% | 1754.89%-1745.3pp | 982.45%-972.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $5,287 | $2,881+83.5% | $2,574+105.4% | $4,299+23.0% |
| Participant deferral / active EE | $12,026 | $4,637+159.3% | $3,961+203.6% | $6,507+84.8% |
| Admin fee / account holder | $5,208 | $6,559-20.6% | $5,028+3.6% | $12,624-58.7% |