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 | $256,056 | $177,572+44.2% | $154,803+65.4% | $142,382+79.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.81% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,137 | $4,810-55.6% | $4,305-50.4% | $4,299-50.3% |
| Participant deferral / active EE | $3,413 | $6,272-45.6% | $5,540-38.4% | $6,507-47.6% |
| Admin fee / account holder | $10,069 | $16,786-40.0% | $14,329-29.7% | $12,624-20.2% |