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 | $388,433 | $238,490+62.9% | $180,183+115.6% | $142,382+172.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.31% | 33.56%-23.2pp | 27.86%-17.5pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,517 | $6,143+6.1% | $5,039+29.3% | $4,299+51.6% |
| Participant deferral / active EE | $16,543 | $7,996+106.9% | $6,822+142.5% | $6,507+154.2% |
| Admin fee / account holder | $1,796 | $28,866-93.8% | $19,975-91.0% | $12,624-85.8% |