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 | $261,526 | $148,534+76.1% | $135,903+92.4% | $139,434+87.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.12% | 79.19%-72.1pp | 68.23%-61.1pp | 372.94%-365.8pp |
| Employer contribution / active EE | $5,333 | $5,243+1.7% | $4,856+9.8% | $4,751+12.3% |
| Participant deferral / active EE | $18,111 | $8,100+123.6% | $7,758+133.5% | $6,710+169.9% |
| Admin fee / account holder | $111,472 | $12,400+799.0% | $10,762+935.8% | $11,403+877.6% |