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 | $406,281 | $148,534+173.5% | $135,903+198.9% | $139,434+191.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.83% | 79.19%-68.4pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $5,000 | $5,243-4.6% | $4,856+3.0% | $4,751+5.2% |
| Participant deferral / active EE | $11,476 | $8,100+41.7% | $7,758+47.9% | $6,710+71.0% |
| Admin fee / account holder | $18,857 | $12,400+52.1% | $10,762+75.2% | $11,403+65.4% |