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 | $344,469 | $214,378+60.7% | $200,582+71.7% | $142,382+141.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.56% | 46.41%-36.8pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $17,289 | $6,841+152.7% | $6,419+169.3% | $4,299+302.1% |
| Participant deferral / active EE | $10,438 | $9,865+5.8% | $9,331+11.9% | $6,507+60.4% |
| Admin fee / account holder | $16,600 | $17,692-6.2% | $16,305+1.8% | $12,624+31.5% |