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 | $264,759 | $202,318+30.9% | $172,739+53.3% | $152,861+73.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 3.59% | 1029.65%-1026.1pp | 802.84%-799.3pp | 345.32%-341.7pp |
| Employer contribution / active EE | $6,541 | $5,856+11.7% | $5,143+27.2% | $4,762+37.3% |
| Participant deferral / active EE | $6,954 | $5,948+16.9% | $5,198+33.8% | $5,850+18.9% |
| Admin fee / account holder | $61,565 | $17,109+259.8% | $13,954+341.2% | $11,596+430.9% |