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 | $348,911 | $214,378+62.8% | $200,582+73.9% | $142,382+145.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.04% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $11,538 | $6,841+68.6% | $6,419+79.7% | $4,299+168.4% |
| Participant deferral / active EE | $18,523 | $9,865+87.8% | $9,331+98.5% | $6,507+184.7% |
| Admin fee / account holder | $1,043,587 | $17,692+5798.6% | $16,305+6300.6% | $12,624+8166.9% |