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 | $353,180 | $159,602+121.3% | $150,045+135.4% | $142,382+148.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.11% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,946 | $4,961-20.4% | $4,693-15.9% | $4,299-8.2% |
| Participant deferral / active EE | $13,874 | $8,310+67.0% | $7,997+73.5% | $6,507+113.2% |
| Admin fee / account holder | $2,566 | $14,846-82.7% | $13,435-80.9% | $12,624-79.7% |