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 | $274,060 | $176,056+55.7% | $159,436+71.9% | $167,490+63.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.37% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $5,191 | $5,297-2.0% | $4,829+7.5% | $4,837+7.3% |
| Participant deferral / active EE | $23,383 | $7,750+201.7% | $7,352+218.0% | $6,341+268.7% |
| Admin fee / account holder | $7,617 | $12,554-39.3% | $10,799-29.5% | $12,309-38.1% |