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 | $282,857 | $185,822+52.2% | $169,993+66.4% | $139,434+102.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.44% | 60.50%-53.1pp | 53.37%-45.9pp | 372.94%-365.5pp |
| Employer contribution / active EE | $9,185 | $7,590+21.0% | $6,785+35.4% | $4,751+93.3% |
| Participant deferral / active EE | $12,679 | $11,622+9.1% | $10,408+21.8% | $6,710+88.9% |
| Admin fee / account holder | $335 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |