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 3-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 | $336,456 | $209,336+60.7% | $197,124+70.7% | $137,256+145.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.03% | 48.09%-42.1pp | 44.34%-38.3pp | 220.34%-214.3pp |
| Employer contribution / active EE | $17,000 | $6,591+157.9% | $6,227+173.0% | $4,156+309.0% |
| Participant deferral / active EE | $23,000 | $9,614+139.2% | $9,135+151.8% | $6,407+259.0% |
| Admin fee / account holder | $1,176 | $17,308-93.2% | $16,298-92.8% | $12,270-90.4% |