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 | $255,928 | $210,648+21.5% | $177,989+43.8% | $145,922+75.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.86% | 385.86%-380.0pp | 294.48%-288.6pp | 561.29%-555.4pp |
| Employer contribution / active EE | $15,385 | $4,565+237.0% | $3,949+289.6% | $4,660+230.2% |
| Participant deferral / active EE | $8,930 | $6,958+28.3% | $6,276+42.3% | $6,688+33.5% |
| Admin fee / account holder | $3,639 | $12,013-69.7% | $10,363-64.9% | $13,397-72.8% |