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 | $255,612 | $176,056+45.2% | $159,436+60.3% | $167,490+52.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.06% | 331.75%-324.7pp | 263.57%-256.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $9,737 | $5,297+83.8% | $4,829+101.6% | $4,837+101.3% |
| Participant deferral / active EE | $8,732 | $7,750+12.7% | $7,352+18.8% | $6,341+37.7% |
| Admin fee / account holder | $83,703 | $12,554+566.7% | $10,799+675.1% | $12,309+580.0% |