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 | $373,495 | $179,726+107.8% | $156,263+139.0% | $142,382+162.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.45% | 77.86%-71.4pp | 59.47%-53.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $4,867 | $5,069-4.0% | $4,333+12.3% | $4,299+13.2% |
| Participant deferral / active EE | $11,704 | $6,956+68.3% | $6,158+90.1% | $6,507+79.9% |
| Admin fee / account holder | $305 | $17,272-98.2% | $14,255-97.9% | $12,624-97.6% |