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 | $276,311 | $197,591+39.8% | $177,821+55.4% | $158,922+73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.16% | 58.76%-53.6pp | 48.32%-43.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $23,766 | $6,697+254.9% | $5,918+301.6% | $4,761+399.2% |
| Participant deferral / active EE | $15,056 | $8,405+79.1% | $7,714+95.2% | $5,982+151.7% |
| Admin fee / account holder | $2,500 | $15,399-83.8% | $12,427-79.9% | $11,246-77.8% |