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 | $267,891 | $148,534+80.4% | $135,903+97.1% | $139,434+92.1% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 10.75% | 79.19%-68.4pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $12,898 | $5,243+146.0% | $4,856+165.6% | $4,751+171.5% |
| Participant deferral / active EE | $9,193 | $8,100+13.5% | $7,758+18.5% | $6,710+37.0% |
| Admin fee / account holder | $119,288 | $12,400+862.0% | $10,762+1008.4% | $11,403+946.2% |