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 | $210,698+63.0% | $178,014+92.9% | $145,959+135.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.40% | 386.27%-378.9pp | 294.80%-287.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $24,660 | $4,567+440.0% | $3,950+524.3% | $4,661+429.1% |
| Participant deferral / active EE | $14,335 | $6,958+106.0% | $6,276+128.4% | $6,689+114.3% |
| Admin fee / account holder | $1,462 | $12,016-87.8% | $10,362-85.9% | $13,398-89.1% |