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 | $291,342 | $171,865+69.5% | $149,718+94.6% | $147,584+97.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.17% | 2113.22%-2104.0pp | 1501.63%-1492.5pp | 578.55%-569.4pp |
| Employer contribution / active EE | $9,450 | $6,275+50.6% | $5,445+73.6% | $4,876+93.8% |
| Participant deferral / active EE | $8,769 | $7,271+20.6% | $6,569+33.5% | $5,439+61.2% |
| Admin fee / account holder | $8,236 | $13,799-40.3% | $11,283-27.0% | $10,885-24.3% |