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 | $276,712 | $177,572+55.8% | $154,803+78.8% | $142,382+94.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.28% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,910 | $4,810+22.9% | $4,305+37.3% | $4,299+37.5% |
| Participant deferral / active EE | $9,437 | $6,272+50.5% | $5,540+70.3% | $6,507+45.0% |
| Admin fee / account holder | $2,022 | $16,786-88.0% | $14,329-85.9% | $12,624-84.0% |