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 | $313,840 | $202,318+55.1% | $172,739+81.7% | $152,861+105.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.20% | 1029.65%-1017.5pp | 802.84%-790.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $15,742 | $5,856+168.8% | $5,143+206.1% | $4,762+230.6% |
| Participant deferral / active EE | $2,585 | $5,948-56.5% | $5,198-50.3% | $5,850-55.8% |
| Admin fee / account holder | $2,884 | $17,109-83.1% | $13,954-79.3% | $11,596-75.1% |