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 | $270,806 | $159,602+69.7% | $150,045+80.5% | $142,382+90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.78% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.3pp |
| Employer contribution / active EE | $4,339 | $4,961-12.5% | $4,693-7.5% | $4,299+0.9% |
| Participant deferral / active EE | $12,265 | $8,310+47.6% | $7,997+53.4% | $6,507+88.5% |
| Admin fee / account holder | $96,726 | $14,846+551.5% | $13,435+620.0% | $12,624+666.2% |