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 | $336,666 | $105,181+220.1% | $159,436+111.2% | $85,850+292.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 11.48% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $10,979 | $3,318+230.9% | $4,829+127.3% | $2,565+328.0% |
| Participant deferral / active EE | $8,871 | $5,945+49.2% | $7,352+20.7% | $3,952+124.5% |
| Admin fee / account holder | $3,651 | $6,933-47.3% | $10,799-66.2% | $6,260-41.7% |