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 | $276,507 | $214,378+29.0% | $200,582+37.9% | $142,382+94.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.36% | 46.41%-35.0pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $10,324 | $6,841+50.9% | $6,419+60.8% | $4,299+140.1% |
| Participant deferral / active EE | $26,550 | $9,865+169.1% | $9,331+184.5% | $6,507+308.0% |
| Admin fee / account holder | $18,883 | $17,692+6.7% | $16,305+15.8% | $12,624+49.6% |