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 | $296,155 | $214,378+38.1% | $200,582+47.6% | $142,382+108.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.76% | 46.41%-39.6pp | 42.33%-35.6pp | 217.08%-210.3pp |
| Employer contribution / active EE | $25,000 | $6,841+265.4% | $6,419+289.5% | $4,299+481.5% |
| Participant deferral / active EE | $20,767 | $9,865+110.5% | $9,331+122.6% | $6,507+219.1% |
| Admin fee / account holder | $35,163 | $17,692+98.7% | $16,305+115.7% | $12,624+178.5% |