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 | $295,723 | $197,591+49.7% | $177,821+66.3% | $158,922+86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.33% | 58.76%-52.4pp | 48.32%-42.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,670 | $6,697-45.2% | $5,918-38.0% | $4,761-22.9% |
| Participant deferral / active EE | $19,515 | $8,405+132.2% | $7,714+153.0% | $5,982+226.2% |
| Admin fee / account holder | $28,783 | $15,399+86.9% | $12,427+131.6% | $11,246+155.9% |