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 | $297,011 | $165,335+79.6% | $149,696+98.4% | $158,922+86.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.06% | 348.15%-343.1pp | 276.60%-271.5pp | 302.83%-297.8pp |
| Employer contribution / active EE | $24,767 | $5,103+385.4% | $4,644+433.3% | $4,761+420.2% |
| Participant deferral / active EE | $13,445 | $7,181+87.2% | $6,842+96.5% | $5,982+124.8% |
| Admin fee / account holder | $19,702 | $10,807+82.3% | $9,309+111.7% | $11,246+75.2% |