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 | $314,669 | $209,411+50.3% | $178,490+76.3% | $158,922+98.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.30% | 188.75%-183.4pp | 151.07%-145.8pp | 302.83%-297.5pp |
| Employer contribution / active EE | $13,209 | $5,706+131.5% | $5,011+163.6% | $4,761+177.4% |
| Participant deferral / active EE | $8,594 | $5,954+44.3% | $5,202+65.2% | $5,982+43.7% |
| Admin fee / account holder | $11,932 | $17,074-30.1% | $13,984-14.7% | $11,246+6.1% |