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 | $316,606 | $202,318+56.5% | $172,739+83.3% | $152,861+107.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.27% | 1029.65%-1019.4pp | 802.84%-792.6pp | 345.32%-335.0pp |
| Employer contribution / active EE | $3,804 | $5,856-35.0% | $5,143-26.0% | $4,762-20.1% |
| Participant deferral / active EE | $2,777 | $5,948-53.3% | $5,198-46.6% | $5,850-52.5% |
| Admin fee / account holder | $11,320 | $17,109-33.8% | $13,954-18.9% | $11,596-2.4% |