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 | $250,277 | $171,865+45.6% | $149,718+67.2% | $147,584+69.6% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 7.96% | 2113.22%-2105.3pp | 1501.63%-1493.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $4,638 | $6,275-26.1% | $5,445-14.8% | $4,876-4.9% |
| Participant deferral / active EE | $6,803 | $7,271-6.4% | $6,569+3.6% | $5,439+25.1% |
| Admin fee / account holder | $13,616 | $13,799-1.3% | $11,283+20.7% | $10,885+25.1% |