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 | $486,944 | $159,602+205.1% | $150,045+224.5% | $142,382+242.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 10.67% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $12,194 | $4,961+145.8% | $4,693+159.8% | $4,299+183.6% |
| Participant deferral / active EE | $12,684 | $8,310+52.6% | $7,997+58.6% | $6,507+94.9% |
| Admin fee / account holder | $162,922 | $14,846+997.4% | $13,435+1112.7% | $12,624+1190.6% |