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 | $282,215 | $238,490+18.3% | $180,183+56.6% | $142,382+98.2% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.4%+12.6pp | 80.1%+9.9pp |
| Annual return | 9.04% | 33.56%-24.5pp | 27.86%-18.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $9,734 | $6,143+58.5% | $5,039+93.2% | $4,299+126.4% |
| Participant deferral / active EE | $20,485 | $7,996+156.2% | $6,822+200.3% | $6,507+214.8% |
| Admin fee / account holder | $108,190 | $28,866+274.8% | $19,975+441.6% | $12,624+757.0% |