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 | $310,971 | $179,726+73.0% | $156,263+99.0% | $142,382+118.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.24% | 77.86%-71.6pp | 59.47%-53.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $11,881 | $5,069+134.4% | $4,333+174.2% | $4,299+176.4% |
| Participant deferral / active EE | $21,917 | $6,956+215.1% | $6,158+255.9% | $6,507+236.8% |
| Admin fee / account holder | $606 | $17,272-96.5% | $14,255-95.7% | $12,624-95.2% |