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 | $309,387 | $148,534+108.3% | $135,903+127.7% | $139,434+121.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.97% | 79.19%-73.2pp | 68.23%-62.3pp | 372.94%-367.0pp |
| Employer contribution / active EE | $42,365 | $5,243+708.0% | $4,856+772.4% | $4,751+791.7% |
| Participant deferral / active EE | $15,335 | $8,100+89.3% | $7,758+97.7% | $6,710+128.5% |
| Admin fee / account holder | $36,216 | $12,400+192.1% | $10,762+236.5% | $11,403+217.6% |