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 | $265,384 | $183,519+44.6% | $155,509+70.7% | $145,922+81.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.61% | 61.17%-53.6pp | 64.67%-57.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $4,017 | $5,313-24.4% | $4,672-14.0% | $4,660-13.8% |
| Participant deferral / active EE | $11,817 | $6,462+82.9% | $5,626+110.0% | $6,688+76.7% |
| Admin fee / account holder | $4,278 | $19,313-77.9% | $15,912-73.1% | $13,397-68.1% |