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 | $377,527 | $177,572+112.6% | $154,803+143.9% | $142,382+165.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.46% | 65.07%-59.6pp | 58.88%-53.4pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,662 | $4,810-3.1% | $4,305+8.3% | $4,299+8.4% |
| Participant deferral / active EE | $9,539 | $6,272+52.1% | $5,540+72.2% | $6,507+46.6% |
| Admin fee / account holder | $12,705 | $16,786-24.3% | $14,329-11.3% | $12,624+0.6% |