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 | $259,395 | $179,726+44.3% | $156,263+66.0% | $142,382+82.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.02% | 77.86%-73.8pp | 59.47%-55.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,253 | $5,069-75.3% | $4,333-71.1% | $4,299-70.9% |
| Participant deferral / active EE | $35,594 | $6,956+411.7% | $6,158+478.0% | $6,507+447.0% |
| Admin fee / account holder | $13,427 | $17,272-22.3% | $14,255-5.8% | $12,624+6.4% |