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 | $301,262 | $214,378+40.5% | $200,582+50.2% | $142,382+111.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.66% | 46.41%-34.7pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $16,276 | $6,841+137.9% | $6,419+153.6% | $4,299+278.6% |
| Participant deferral / active EE | $20,921 | $9,865+112.1% | $9,331+124.2% | $6,507+221.5% |
| Admin fee / account holder | $310,224 | $17,692+1653.5% | $16,305+1802.7% | $12,624+2357.5% |