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 | $295,100 | $197,591+49.3% | $177,821+66.0% | $158,922+85.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.49% | 58.76%-52.3pp | 48.32%-41.8pp | 302.83%-296.3pp |
| Employer contribution / active EE | $9,246 | $6,697+38.1% | $5,918+56.2% | $4,761+94.2% |
| Participant deferral / active EE | $3,860 | $8,405-54.1% | $7,714-50.0% | $5,982-35.5% |
| Admin fee / account holder | $34,210 | $15,399+122.2% | $12,427+175.3% | $11,246+204.2% |