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 | $269,217 | $159,602+68.7% | $150,045+79.4% | $142,382+89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.74% | 70.24%-66.5pp | 62.55%-58.8pp | 217.08%-213.3pp |
| Employer contribution / active EE | $4,250 | $4,961-14.3% | $4,693-9.4% | $4,299-1.1% |
| Participant deferral / active EE | $11,766 | $8,310+41.6% | $7,997+47.1% | $6,507+80.8% |
| Admin fee / account holder | $490,385 | $14,846+3203.1% | $13,435+3550.1% | $12,624+3784.6% |