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 | $316,197 | $165,335+91.2% | $149,696+111.2% | $158,922+99.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 3.93% | 348.15%-344.2pp | 276.60%-272.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $19,303 | $5,103+278.3% | $4,644+315.6% | $4,761+305.4% |
| Participant deferral / active EE | $16,606 | $7,181+131.2% | $6,842+142.7% | $5,982+177.6% |
| Admin fee / account holder | $116,897 | $10,807+981.7% | $9,309+1155.8% | $11,246+939.5% |