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 | $284,646 | $202,318+40.7% | $172,739+64.8% | $152,861+86.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 10.04% | 1029.65%-1019.6pp | 802.84%-792.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $7,864 | $5,856+34.3% | $5,143+52.9% | $4,762+65.1% |
| Participant deferral / active EE | $3,250 | $5,948-45.4% | $5,198-37.5% | $5,850-44.4% |
| Admin fee / account holder | $1,760 | $17,109-89.7% | $13,954-87.4% | $11,596-84.8% |