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 | $300,987 | $185,822+62.0% | $169,993+77.1% | $139,434+115.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.63% | 60.50%-55.9pp | 53.37%-48.7pp | 372.94%-368.3pp |
| Employer contribution / active EE | $11,613 | $7,590+53.0% | $6,785+71.1% | $4,751+144.4% |
| Participant deferral / active EE | $5,901 | $11,622-49.2% | $10,408-43.3% | $6,710-12.1% |
| Admin fee / account holder | $50,246 | $15,381+226.7% | $12,815+292.1% | $11,403+340.7% |