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 | $347,056 | $70,756+390.5% | $65,493+429.9% | $142,382+143.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 5.77% | 1754.89%-1749.1pp | 982.45%-976.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $25,367 | $2,881+780.6% | $2,574+885.4% | $4,299+490.0% |
| Participant deferral / active EE | $15,093 | $4,637+225.5% | $3,961+281.0% | $6,507+131.9% |
| Admin fee / account holder | $15,007 | $6,559+128.8% | $5,028+198.4% | $12,624+18.9% |