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 | $272,152 | $214,378+26.9% | $200,582+35.7% | $142,382+91.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.41% | 46.41%-36.0pp | 42.33%-31.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $12,065 | $6,841+76.3% | $6,419+88.0% | $4,299+180.6% |
| Participant deferral / active EE | $4,683 | $9,865-52.5% | $9,331-49.8% | $6,507-28.0% |
| Admin fee / account holder | $26,627 | $17,692+50.5% | $16,305+63.3% | $12,624+110.9% |