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 | $276,680 | $154,228+79.4% | $145,433+90.2% | $137,256+101.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.40% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $10,270 | $4,804+113.8% | $4,554+125.5% | $4,156+147.1% |
| Participant deferral / active EE | $13,639 | $8,216+66.0% | $7,897+72.7% | $6,407+112.9% |
| Admin fee / account holder | $695,509 | $14,344+4748.9% | $13,129+5197.5% | $12,270+5568.3% |