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 | $347,137 | $159,602+117.5% | $150,045+131.4% | $142,382+143.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.99% | 70.24%-59.2pp | 62.55%-51.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $9,344 | $4,961+88.4% | $4,693+99.1% | $4,299+117.3% |
| Participant deferral / active EE | $62,113 | $8,310+647.4% | $7,997+676.7% | $6,507+854.5% |
| Admin fee / account holder | $32,645 | $14,846+119.9% | $13,435+143.0% | $12,624+158.6% |