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 | $272,674 | $148,534+83.6% | $135,903+100.6% | $139,434+95.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.71% | 79.19%-71.5pp | 68.23%-60.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $4,311 | $5,243-17.8% | $4,856-11.2% | $4,751-9.3% |
| Participant deferral / active EE | $18,249 | $8,100+125.3% | $7,758+135.2% | $6,710+172.0% |
| Admin fee / account holder | $6,049 | $12,400-51.2% | $10,762-43.8% | $11,403-47.0% |