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 | $251,418 | $198,466+26.7% | $170,442+47.5% | $147,584+70.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.68% | 257.29%-248.6pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $7,557 | $6,184+22.2% | $5,433+39.1% | $4,876+55.0% |
| Participant deferral / active EE | $8,564 | $5,629+52.1% | $4,939+73.4% | $5,439+57.5% |
| Admin fee / account holder | $1,839 | $16,852-89.1% | $13,880-86.7% | $10,885-83.1% |