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 | $278,078 | $177,572+56.6% | $154,803+79.6% | $142,382+95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.51% | 65.07%-55.6pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $13,240 | $4,810+175.2% | $4,305+207.5% | $4,299+208.0% |
| Participant deferral / active EE | $6,597 | $6,272+5.2% | $5,540+19.1% | $6,507+1.4% |
| Admin fee / account holder | $487 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |