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 | $302,761 | $183,963+64.6% | $162,163+86.7% | $152,861+98.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.88% | 150.76%-143.9pp | 115.59%-108.7pp | 345.32%-338.4pp |
| Employer contribution / active EE | $4,697 | $6,371-26.3% | $5,614-16.3% | $4,762-1.4% |
| Participant deferral / active EE | $11,930 | $8,034+48.5% | $7,298+63.5% | $5,850+103.9% |
| Admin fee / account holder | $25,169 | $13,121+91.8% | $10,843+132.1% | $11,596+117.0% |