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 | $319,203 | $177,572+79.8% | $154,803+106.2% | $142,382+124.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.46% | 65.07%-56.6pp | 58.88%-50.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $9,188 | $4,810+91.0% | $4,305+113.4% | $4,299+113.7% |
| Participant deferral / active EE | $8,130 | $6,272+29.6% | $5,540+46.7% | $6,507+24.9% |
| Admin fee / account holder | $5,657 | $16,786-66.3% | $14,329-60.5% | $12,624-55.2% |