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 | $290,707 | $183,963+58.0% | $162,163+79.3% | $152,861+90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.44% | 150.76%-141.3pp | 115.59%-106.2pp | 345.32%-335.9pp |
| Employer contribution / active EE | $12,119 | $6,371+90.2% | $5,614+115.9% | $4,762+154.5% |
| Participant deferral / active EE | $19,667 | $8,034+144.8% | $7,298+169.5% | $5,850+236.2% |
| Admin fee / account holder | $281,719 | $13,121+2047.0% | $10,843+2498.3% | $11,596+2329.4% |