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 | $294,346 | $171,865+71.3% | $149,718+96.6% | $147,584+99.4% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 6.69% | 2113.22%-2106.5pp | 1501.63%-1494.9pp | 578.55%-571.9pp |
| Employer contribution / active EE | $11,792 | $6,275+87.9% | $5,445+116.6% | $4,876+141.8% |
| Participant deferral / active EE | $7,093 | $7,271-2.4% | $6,569+8.0% | $5,439+30.4% |
| Admin fee / account holder | $49,102 | $13,799+255.8% | $11,283+335.2% | $10,885+351.1% |