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 | $343,388 | $210,648+63.0% | $177,989+92.9% | $145,922+135.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.40% | 385.86%-378.5pp | 294.48%-287.1pp | 561.29%-553.9pp |
| Employer contribution / active EE | $24,660 | $4,565+440.3% | $3,949+524.5% | $4,660+429.2% |
| Participant deferral / active EE | $14,335 | $6,958+106.0% | $6,276+128.4% | $6,688+114.3% |
| Admin fee / account holder | $1,462 | $12,013-87.8% | $10,363-85.9% | $13,397-89.1% |