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 | $254,655 | $202,318+25.9% | $172,739+47.4% | $152,861+66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.34% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $2,946 | $5,856-49.7% | $5,143-42.7% | $4,762-38.1% |
| Participant deferral / active EE | $7,674 | $5,948+29.0% | $5,198+47.7% | $5,850+31.2% |
| Admin fee / account holder | $1,812 | $17,109-89.4% | $13,954-87.0% | $11,596-84.4% |