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 | $337,052 | $185,822+81.4% | $169,993+98.3% | $139,434+141.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.67% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,659 | $7,590-65.0% | $6,785-60.8% | $4,751-44.0% |
| Participant deferral / active EE | $11,282 | $11,622-2.9% | $10,408+8.4% | $6,710+68.1% |
| Admin fee / account holder | $19,403 | $15,381+26.1% | $12,815+51.4% | $11,403+70.2% |