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 | $350,691 | $202,318+73.3% | $172,739+103.0% | $152,861+129.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.36% | 1029.65%-1028.3pp | 802.84%-801.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $8,403 | $5,856+43.5% | $5,143+63.4% | $4,762+76.4% |
| Participant deferral / active EE | $16,128 | $5,948+171.1% | $5,198+210.3% | $5,850+175.7% |
| Admin fee / account holder | $3,672 | $17,109-78.5% | $13,954-73.7% | $11,596-68.3% |