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 5-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 | $280,656 | $238,490+17.7% | $180,183+55.8% | $142,382+97.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 9.32% | 33.56%-24.2pp | 27.86%-18.5pp | 217.08%-207.8pp |
| Employer contribution / active EE | $36,677 | $6,143+497.1% | $5,039+627.9% | $4,299+753.1% |
| Participant deferral / active EE | $14,750 | $7,996+84.5% | $6,822+116.2% | $6,507+126.7% |
| Admin fee / account holder | $1,104 | $28,866-96.2% | $19,975-94.5% | $12,624-91.3% |