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 | $289,569 | $185,822+55.8% | $169,993+70.3% | $139,434+107.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.10% | 60.50%-50.4pp | 53.37%-43.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $8,184 | $7,590+7.8% | $6,785+20.6% | $4,751+72.3% |
| Participant deferral / active EE | $6,689 | $11,622-42.4% | $10,408-35.7% | $6,710-0.3% |
| Admin fee / account holder | $50,325 | $15,381+227.2% | $12,815+292.7% | $11,403+341.3% |