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 | $260,154 | $210,408+23.6% | $153,485+69.5% | $145,922+78.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 13.37%-6.2pp | 15.65%-8.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $18,930 | $6,048+213.0% | $5,039+275.7% | $4,660+306.3% |
| Participant deferral / active EE | $13,277 | $7,975+66.5% | $6,757+96.5% | $6,688+98.5% |
| Admin fee / account holder | $1,713 | $19,419-91.2% | $12,724-86.5% | $13,397-87.2% |