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 | $300,471 | $148,534+102.3% | $135,903+121.1% | $139,434+115.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.65% | 79.19%-70.5pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $13,694 | $5,243+161.2% | $4,856+182.0% | $4,751+188.2% |
| Participant deferral / active EE | $9,800 | $8,100+21.0% | $7,758+26.3% | $6,710+46.0% |
| Admin fee / account holder | $7,248 | $12,400-41.5% | $10,762-32.7% | $11,403-36.4% |