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 | $342,536 | $86,286+297.0% | $111,297+207.8% | $85,850+299.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.32% | 19.99%-9.7pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $8,107 | $2,043+296.8% | $2,731+196.9% | $2,565+216.1% |
| Participant deferral / active EE | $7,260 | $3,641+99.4% | $4,487+61.8% | $3,952+83.7% |
| Admin fee / account holder | $6,834 | $8,188-16.5% | $7,964-14.2% | $6,260+9.2% |