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 | $345,003 | $202,432+70.4% | $169,368+103.7% | $139,434+147.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.16% | 531.74%-530.6pp | 405.60%-404.4pp | 372.94%-371.8pp |
| Employer contribution / active EE | $7,632 | $4,692+62.6% | $4,013+90.2% | $4,751+60.6% |
| Participant deferral / active EE | $20,397 | $6,938+194.0% | $6,221+227.8% | $6,710+204.0% |
| Admin fee / account holder | $95,205 | $10,708+789.1% | $9,003+957.5% | $11,403+735.0% |