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 | $333,705 | $209,832+59.0% | $189,513+76.1% | $167,490+99.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.74% | 748.27%-739.5pp | 555.15%-546.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $8,600 | $6,914+24.4% | $6,162+39.6% | $4,837+77.8% |
| Participant deferral / active EE | $13,663 | $8,935+52.9% | $8,221+66.2% | $6,341+115.5% |
| Admin fee / account holder | $1,711 | $14,293-88.0% | $12,045-85.8% | $12,309-86.1% |