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 | $257,309 | $177,572+44.9% | $154,803+66.2% | $142,382+80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.85% | 65.07%-57.2pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,185 | $4,810-13.0% | $4,305-2.8% | $4,299-2.6% |
| Participant deferral / active EE | $11,353 | $6,272+81.0% | $5,540+104.9% | $6,507+74.5% |
| Admin fee / account holder | $119,263 | $16,786+610.5% | $14,329+732.3% | $12,624+844.8% |