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 | $390,844 | $198,466+96.9% | $170,442+129.3% | $147,584+164.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.03% | 257.29%-250.3pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $6,437 | $6,184+4.1% | $5,433+18.5% | $4,876+32.0% |
| Participant deferral / active EE | $7,303 | $5,629+29.7% | $4,939+47.8% | $5,439+34.3% |
| Admin fee / account holder | $21,721 | $16,852+28.9% | $13,880+56.5% | $10,885+99.5% |