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 | $330,152 | $209,411+57.7% | $178,490+85.0% | $158,922+107.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.81% | 188.75%-183.9pp | 151.07%-146.3pp | 302.83%-298.0pp |
| Employer contribution / active EE | $13,659 | $5,706+139.4% | $5,011+172.6% | $4,761+186.9% |
| Participant deferral / active EE | $8,515 | $5,954+43.0% | $5,202+63.7% | $5,982+42.3% |
| Admin fee / account holder | $17,321 | $17,074+1.4% | $13,984+23.9% | $11,246+54.0% |