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 | $361,301 | $177,572+103.5% | $154,803+133.4% | $142,382+153.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.14% | 65.07%-60.9pp | 58.88%-54.7pp | 217.08%-212.9pp |
| Employer contribution / active EE | $13,916 | $4,810+189.3% | $4,305+223.2% | $4,299+223.7% |
| Participant deferral / active EE | $9,133 | $6,272+45.6% | $5,540+64.8% | $6,507+40.4% |
| Admin fee / account holder | $283,813 | $16,786+1590.8% | $14,329+1880.7% | $12,624+2148.3% |