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 | $277,005 | $105,181+163.4% | $159,436+73.7% | $85,850+222.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.60% | 45.07%-34.5pp | 263.57%-253.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $7,769 | $3,318+134.1% | $4,829+60.9% | $2,565+202.9% |
| Participant deferral / active EE | $12,433 | $5,945+109.1% | $7,352+69.1% | $3,952+214.6% |
| Admin fee / account holder | $8,304 | $6,933+19.8% | $10,799-23.1% | $6,260+32.7% |