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 | $263,192 | $228,332+15.3% | $185,823+41.6% | $158,922+65.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.18% | 40.80%-37.6pp | 35.95%-32.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $6,250 | $4,967+25.8% | $4,087+52.9% | $4,761+31.3% |
| Participant deferral / active EE | $11,627 | $6,415+81.3% | $5,632+106.4% | $5,982+94.4% |
| Admin fee / account holder | $27,950 | $11,864+135.6% | $9,500+194.2% | $11,246+148.5% |