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 | $386,053 | $117,983+227.2% | $101,794+279.3% | $142,382+171.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.43% | 36.92%-28.5pp | 30.53%-22.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $5,143 | $2,773+85.5% | $2,289+124.7% | $4,299+19.6% |
| Participant deferral / active EE | $13,114 | $4,714+178.2% | $4,084+221.1% | $6,507+101.5% |
| Admin fee / account holder | $177,344 | $10,433+1599.8% | $8,777+1920.5% | $12,624+1304.9% |