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 | $418,482 | $209,832+99.4% | $189,513+120.8% | $167,490+149.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.99% | 748.27%-741.3pp | 555.15%-548.2pp | 478.56%-471.6pp |
| Employer contribution / active EE | $4,069 | $6,914-41.2% | $6,162-34.0% | $4,837-15.9% |
| Participant deferral / active EE | $9,500 | $8,935+6.3% | $8,221+15.6% | $6,341+49.8% |
| Admin fee / account holder | $18,361 | $14,293+28.5% | $12,045+52.4% | $12,309+49.2% |