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 | $349,925 | $201,272+73.9% | $184,203+90.0% | $145,922+139.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.04% | 29.00%-26.0pp | 28.81%-25.8pp | 561.29%-558.2pp |
| Employer contribution / active EE | $6,939 | $7,022-1.2% | $6,427+8.0% | $4,660+48.9% |
| Participant deferral / active EE | $22,850 | $9,806+133.0% | $9,131+150.2% | $6,688+241.7% |
| Admin fee / account holder | $7,190 | $16,364-56.1% | $13,901-48.3% | $13,397-46.3% |