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 | $279,236 | $159,602+75.0% | $150,045+86.1% | $142,382+96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.13% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $16,667 | $4,961+236.0% | $4,693+255.1% | $4,299+287.7% |
| Participant deferral / active EE | $10,092 | $8,310+21.4% | $7,997+26.2% | $6,507+55.1% |
| Admin fee / account holder | $154,199 | $14,846+938.6% | $13,435+1047.8% | $12,624+1121.5% |