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 | $278,497 | $201,272+38.4% | $184,203+51.2% | $145,922+90.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.12% | 29.00%-23.9pp | 28.81%-23.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $16,693 | $7,022+137.7% | $6,427+159.7% | $4,660+258.2% |
| Participant deferral / active EE | $9,175 | $9,806-6.4% | $9,131+0.5% | $6,688+37.2% |
| Admin fee / account holder | $719 | $16,364-95.6% | $13,901-94.8% | $13,397-94.6% |