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 | $300,180 | $179,726+67.0% | $156,263+92.1% | $142,382+110.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.10% | 77.86%-70.8pp | 59.47%-52.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $14,731 | $5,069+190.6% | $4,333+240.0% | $4,299+242.6% |
| Participant deferral / active EE | $7,750 | $6,956+11.4% | $6,158+25.8% | $6,507+19.1% |
| Admin fee / account holder | $2,743 | $17,272-84.1% | $14,255-80.8% | $12,624-78.3% |