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 | $323,438 | $165,335+95.6% | $149,696+116.1% | $158,922+103.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 6.95% | 348.15%-341.2pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,778 | $5,103-45.6% | $4,644-40.2% | $4,761-41.7% |
| Participant deferral / active EE | $10,841 | $7,181+51.0% | $6,842+58.5% | $5,982+81.2% |
| Admin fee / account holder | $103,425 | $10,807+857.1% | $9,309+1011.1% | $11,246+819.7% |