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 | $403,560 | $177,572+127.3% | $154,803+160.7% | $142,382+183.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.03% | 65.07%-55.0pp | 58.88%-48.9pp | 217.08%-207.0pp |
| Employer contribution / active EE | $7,927 | $4,810+64.8% | $4,305+84.1% | $4,299+84.4% |
| Participant deferral / active EE | $8,920 | $6,272+42.2% | $5,540+61.0% | $6,507+37.1% |
| Admin fee / account holder | $2,372 | $16,786-85.9% | $14,329-83.4% | $12,624-81.2% |