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 9-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 | $330,519 | $202,318+63.4% | $172,739+91.3% | $152,861+116.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.29% | 1029.65%-1019.4pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $8,547 | $5,856+45.9% | $5,143+66.2% | $4,762+79.5% |
| Participant deferral / active EE | $9,600 | $5,948+61.4% | $5,198+84.7% | $5,850+64.1% |
| Admin fee / account holder | $3,502 | $17,109-79.5% | $13,954-74.9% | $11,596-69.8% |