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 | $285,538 | $177,572+60.8% | $154,803+84.5% | $142,382+100.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.61% | 65.07%-62.5pp | 58.88%-56.3pp | 217.08%-214.5pp |
| Employer contribution / active EE | $13,565 | $4,810+182.0% | $4,305+215.1% | $4,299+215.5% |
| Participant deferral / active EE | $13,018 | $6,272+107.6% | $5,540+135.0% | $6,507+100.1% |
| Admin fee / account holder | $208,908 | $16,786+1144.6% | $14,329+1357.9% | $12,624+1554.9% |