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 | $260,367 | $177,572+46.6% | $154,803+68.2% | $142,382+82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.92% | 65.07%-55.1pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $9,552 | $4,810+98.6% | $4,305+121.9% | $4,299+122.2% |
| Participant deferral / active EE | $4,133 | $6,272-34.1% | $5,540-25.4% | $6,507-36.5% |
| Admin fee / account holder | $5,988 | $16,786-64.3% | $14,329-58.2% | $12,624-52.6% |