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 | $308,239 | $202,318+52.4% | $172,739+78.4% | $152,861+101.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.59% | 1029.65%-1025.1pp | 802.84%-798.2pp | 345.32%-340.7pp |
| Employer contribution / active EE | $8,085 | $5,856+38.1% | $5,143+57.2% | $4,762+69.8% |
| Participant deferral / active EE | $5,234 | $5,948-12.0% | $5,198+0.7% | $5,850-10.5% |
| Admin fee / account holder | $1,344 | $17,109-92.1% | $13,954-90.4% | $11,596-88.4% |