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 | $286,829 | $183,519+56.3% | $155,509+84.4% | $145,922+96.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.6pp |
| Employer contribution / active EE | $13,571 | $5,313+155.4% | $4,672+190.4% | $4,660+191.2% |
| Participant deferral / active EE | $7,774 | $6,462+20.3% | $5,626+38.2% | $6,688+16.2% |
| Admin fee / account holder | $632 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |