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 | $296,874 | $209,411+41.8% | $178,490+66.3% | $158,922+86.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.27% | 188.75%-183.5pp | 151.07%-145.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $9,690 | $5,706+69.8% | $5,011+93.4% | $4,761+103.5% |
| Participant deferral / active EE | $21,233 | $5,954+256.6% | $5,202+308.2% | $5,982+254.9% |
| Admin fee / account holder | $732 | $17,074-95.7% | $13,984-94.8% | $11,246-93.5% |