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 | $417,288 | $202,318+106.3% | $172,739+141.6% | $152,861+173.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 1.71% | 1029.65%-1027.9pp | 802.84%-801.1pp | 345.32%-343.6pp |
| Employer contribution / active EE | $9,578 | $5,856+63.6% | $5,143+86.2% | $4,762+101.1% |
| Participant deferral / active EE | $6,095 | $5,948+2.5% | $5,198+17.3% | $5,850+4.2% |
| Admin fee / account holder | $2,547 | $17,109-85.1% | $13,954-81.7% | $11,596-78.0% |