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 | $291,297 | $209,411+39.1% | $178,490+63.2% | $158,922+83.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.22% | 188.75%-185.5pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $4,461 | $5,706-21.8% | $5,011-11.0% | $4,761-6.3% |
| Participant deferral / active EE | $13,478 | $5,954+126.4% | $5,202+159.1% | $5,982+125.3% |
| Admin fee / account holder | $2,377 | $17,074-86.1% | $13,984-83.0% | $11,246-78.9% |