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 | $322,790 | $148,534+117.3% | $135,903+137.5% | $139,434+131.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.42% | 79.19%-67.8pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $8,258 | $5,243+57.5% | $4,856+70.0% | $4,751+73.8% |
| Participant deferral / active EE | $7,443 | $8,100-8.1% | $7,758-4.1% | $6,710+10.9% |
| Admin fee / account holder | $338 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |