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 | $301,471 | $202,318+49.0% | $172,739+74.5% | $152,861+97.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.39% | 1029.65%-1020.3pp | 802.84%-793.5pp | 345.32%-335.9pp |
| Employer contribution / active EE | $3,152 | $5,856-46.2% | $5,143-38.7% | $4,762-33.8% |
| Participant deferral / active EE | $3,267 | $5,948-45.1% | $5,198-37.1% | $5,850-44.1% |
| Admin fee / account holder | $26,482 | $17,109+54.8% | $13,954+89.8% | $11,596+128.4% |