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 | $258,488 | $202,318+27.8% | $172,739+49.6% | $152,861+69.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.15% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $8,373 | $5,856+43.0% | $5,143+62.8% | $4,762+75.8% |
| Participant deferral / active EE | $10,651 | $5,948+79.1% | $5,198+104.9% | $5,850+82.1% |
| Admin fee / account holder | $13,564 | $17,109-20.7% | $13,954-2.8% | $11,596+17.0% |