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 | $434,381 | $177,572+144.6% | $154,803+180.6% | $142,382+205.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.43% | 65.07%-55.6pp | 58.88%-49.5pp | 217.08%-207.6pp |
| Employer contribution / active EE | $14,584 | $4,810+203.2% | $4,305+238.7% | $4,299+239.2% |
| Participant deferral / active EE | $16,291 | $6,272+159.8% | $5,540+194.0% | $6,507+150.4% |
| Admin fee / account holder | $3,106 | $16,786-81.5% | $14,329-78.3% | $12,624-75.4% |