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 | $309,568 | $124,281+149.1% | $109,143+183.6% | $167,490+84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.56% | 26.04%-18.5pp | 25.75%-18.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $23,935 | $4,207+468.9% | $3,722+543.1% | $4,837+394.8% |
| Participant deferral / active EE | $14,901 | $5,255+183.5% | $4,653+220.2% | $6,341+135.0% |
| Admin fee / account holder | $1,383 | $7,970-82.6% | $6,752-79.5% | $12,309-88.8% |