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 | $356,723 | $165,335+115.8% | $149,696+138.3% | $158,922+124.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 6.08% | 348.15%-342.1pp | 276.60%-270.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $10,503 | $5,103+105.8% | $4,644+126.1% | $4,761+120.6% |
| Participant deferral / active EE | $11,613 | $7,181+61.7% | $6,842+69.7% | $5,982+94.1% |
| Admin fee / account holder | $28,128 | $10,807+160.3% | $9,309+202.2% | $11,246+150.1% |