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 | $278,842 | $177,572+57.0% | $154,803+80.1% | $142,382+95.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.17% | 65.07%-61.9pp | 58.88%-55.7pp | 217.08%-213.9pp |
| Employer contribution / active EE | $1,544 | $4,810-67.9% | $4,305-64.1% | $4,299-64.1% |
| Participant deferral / active EE | $6,843 | $6,272+9.1% | $5,540+23.5% | $6,507+5.2% |
| Admin fee / account holder | $23,995 | $16,786+42.9% | $14,329+67.5% | $12,624+90.1% |