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 | $278,882 | $198,466+40.5% | $170,442+63.6% | $147,584+89.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.51% | 257.29%-252.8pp | 205.93%-201.4pp | 578.55%-574.0pp |
| Employer contribution / active EE | $6,667 | $6,184+7.8% | $5,433+22.7% | $4,876+36.7% |
| Participant deferral / active EE | $7,013 | $5,629+24.6% | $4,939+42.0% | $5,439+29.0% |
| Admin fee / account holder | $13,115 | $16,852-22.2% | $13,880-5.5% | $10,885+20.5% |