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 | $353,887 | $171,865+105.9% | $149,718+136.4% | $147,584+139.8% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 5.55% | 2113.22%-2107.7pp | 1501.63%-1496.1pp | 578.55%-573.0pp |
| Employer contribution / active EE | $9,657 | $6,275+53.9% | $5,445+77.4% | $4,876+98.0% |
| Participant deferral / active EE | $12,224 | $7,271+68.1% | $6,569+86.1% | $5,439+124.8% |
| Admin fee / account holder | $13,962 | $13,799+1.2% | $11,283+23.7% | $10,885+28.3% |