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 | $307,036 | $217,402+41.2% | $185,823+65.2% | $167,490+83.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 7.88% | 148.36%-140.5pp | 122.05%-114.2pp | 478.56%-470.7pp |
| Employer contribution / active EE | $11,455 | $5,873+95.0% | $5,167+121.7% | $4,837+136.8% |
| Participant deferral / active EE | $10,214 | $6,356+60.7% | $5,568+83.5% | $6,341+61.1% |
| Admin fee / account holder | $221,517 | $19,811+1018.2% | $16,237+1264.2% | $12,309+1699.6% |