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 | $333,456 | $148,534+124.5% | $135,903+145.4% | $139,434+139.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.16% | 79.19%-71.0pp | 68.23%-60.1pp | 372.94%-364.8pp |
| Employer contribution / active EE | $23,549 | $5,243+349.1% | $4,856+384.9% | $4,751+395.7% |
| Participant deferral / active EE | $15,600 | $8,100+92.6% | $7,758+101.1% | $6,710+132.5% |
| Admin fee / account holder | $96,683 | $12,400+679.7% | $10,762+798.4% | $11,403+747.9% |