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 | $310,069 | $202,318+53.3% | $172,739+79.5% | $152,861+102.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.32% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $13,730 | $5,856+134.5% | $5,143+167.0% | $4,762+188.3% |
| Participant deferral / active EE | $9,382 | $5,948+57.7% | $5,198+80.5% | $5,850+60.4% |
| Admin fee / account holder | $3,240 | $17,109-81.1% | $13,954-76.8% | $11,596-72.1% |