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 | $263,518 | $209,832+25.6% | $189,513+39.1% | $167,490+57.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.81% | 748.27%-739.5pp | 555.15%-546.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $5,462 | $6,914-21.0% | $6,162-11.4% | $4,837+12.9% |
| Participant deferral / active EE | $5,668 | $8,935-36.6% | $8,221-31.1% | $6,341-10.6% |
| Admin fee / account holder | $20,926 | $14,293+46.4% | $12,045+73.7% | $12,309+70.0% |