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 | $292,462 | $148,534+96.9% | $135,903+115.2% | $139,434+109.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.31% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $7,421 | $5,243+41.5% | $4,856+52.8% | $4,751+56.2% |
| Participant deferral / active EE | $14,478 | $8,100+78.7% | $7,758+86.6% | $6,710+115.8% |
| Admin fee / account holder | $41,200 | $12,400+232.3% | $10,762+282.8% | $11,403+261.3% |