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 5-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 | $279,071 | $159,602+74.9% | $150,045+86.0% | $142,382+96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.52% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,470 | $4,961-70.4% | $4,693-68.7% | $4,299-65.8% |
| Participant deferral / active EE | $22,500 | $8,310+170.8% | $7,997+181.4% | $6,507+245.8% |
| Admin fee / account holder | $1,431 | $14,846-90.4% | $13,435-89.4% | $12,624-88.7% |