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 | $251,663 | $202,318+24.4% | $172,739+45.7% | $152,861+64.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.99% | 1029.65%-1019.7pp | 802.84%-792.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $5,365 | $5,856-8.4% | $5,143+4.3% | $4,762+12.7% |
| Participant deferral / active EE | $6,003 | $5,948+0.9% | $5,198+15.5% | $5,850+2.6% |
| Admin fee / account holder | $9,770 | $17,109-42.9% | $13,954-30.0% | $11,596-15.8% |