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 | $379,740 | $148,534+155.7% | $135,903+179.4% | $139,434+172.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.56% | 79.19%-68.6pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $11,080 | $5,243+111.3% | $4,856+128.2% | $4,751+133.2% |
| Participant deferral / active EE | $8,238 | $8,100+1.7% | $7,758+6.2% | $6,710+22.8% |
| Admin fee / account holder | $3,075 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |