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 | $398,087 | $210,698+88.9% | $178,014+123.6% | $145,959+172.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.38% | 386.27%-378.9pp | 294.80%-287.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $26,851 | $4,567+487.9% | $3,950+579.8% | $4,661+476.1% |
| Participant deferral / active EE | $2,860 | $6,958-58.9% | $6,276-54.4% | $6,689-57.2% |
| Admin fee / account holder | $2,445 | $12,016-79.7% | $10,362-76.4% | $13,398-81.7% |