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 | $293,243 | $209,832+39.8% | $189,513+54.7% | $167,490+75.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.49% | 748.27%-739.8pp | 555.15%-546.7pp | 478.56%-470.1pp |
| Employer contribution / active EE | $20,708 | $6,914+199.5% | $6,162+236.1% | $4,837+328.1% |
| Participant deferral / active EE | $17,667 | $8,935+97.7% | $8,221+114.9% | $6,341+178.6% |
| Admin fee / account holder | $985 | $14,293-93.1% | $12,045-91.8% | $12,309-92.0% |