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 | $290,841 | $202,318+43.8% | $172,739+68.4% | $152,861+90.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.96% | 1029.65%-1026.7pp | 802.84%-799.9pp | 345.32%-342.4pp |
| Employer contribution / active EE | $2,963 | $5,856-49.4% | $5,143-42.4% | $4,762-37.8% |
| Participant deferral / active EE | $6,204 | $5,948+4.3% | $5,198+19.4% | $5,850+6.0% |
| Admin fee / account holder | $4,218 | $17,109-75.3% | $13,954-69.8% | $11,596-63.6% |