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 | $380,246 | $177,572+114.1% | $154,803+145.6% | $142,382+167.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.03% | 65.07%-57.0pp | 58.88%-50.9pp | 217.08%-209.0pp |
| Employer contribution / active EE | $5,078 | $4,810+5.6% | $4,305+17.9% | $4,299+18.1% |
| Participant deferral / active EE | $21,187 | $6,272+237.8% | $5,540+282.4% | $6,507+225.6% |
| Admin fee / account holder | $25,050 | $16,786+49.2% | $14,329+74.8% | $12,624+98.4% |