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 | $342,278 | $102,317+234.5% | $146,958+132.9% | $80,856+323.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.74% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $11,663 | $3,713+214.1% | $4,933+136.4% | $2,755+323.4% |
| Participant deferral / active EE | $12,283 | $6,644+84.9% | $8,070+52.2% | $4,296+185.9% |
| Admin fee / account holder | $1,070 | $7,941-86.5% | $12,998-91.8% | $6,918-84.5% |