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 | $358,689 | $165,335+116.9% | $149,696+139.6% | $158,922+125.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.80% | 348.15%-342.3pp | 276.60%-270.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,000 | $5,103-80.4% | $4,644-78.5% | $4,761-79.0% |
| Participant deferral / active EE | $4,194 | $7,181-41.6% | $6,842-38.7% | $5,982-29.9% |
| Admin fee / account holder | $3,662 | $10,807-66.1% | $9,309-60.7% | $11,246-67.4% |