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 | $269,323 | $101,317+165.8% | $146,958+83.3% | $74,495+261.5% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 12.60% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,445 | $3,810+16.7% | $4,933-9.9% | $2,623+69.5% |
| Participant deferral / active EE | $10,930 | $7,303+49.7% | $8,070+35.4% | $4,346+151.5% |
| Admin fee / account holder | $6,795 | $1,739+290.8% | $12,998-47.7% | $1,942+250.0% |